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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $91,127 | $175,257-48.0% | $149,717-39.1% | $139,456-34.7% |
| Participation rate | 78.9% | 83.4%-4.4pp | 78.8%+0.2pp | 80.3%-1.4pp |
| Annual return | 54.78% | 166.70%-111.9pp | 134.41%-79.6pp | 373.45%-318.7pp |
| Employer contribution / active EE | $2,722 | $5,477-50.3% | $4,820-43.5% | $4,753-42.7% |
| Participant deferral / active EE | $5,254 | $6,521-19.4% | $5,682-7.5% | $6,711-21.7% |
| Admin fee / account holder | $1,336 | $16,156-91.7% | $13,213-89.9% | $11,407-88.3% |