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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 | $91,076 | $175,259-48.0% | $149,723-39.2% | $139,487-34.7% |
| Participation rate | 81.8% | 83.4%-1.6pp | 78.8%+3.0pp | 80.3%+1.5pp |
| Annual return | 14.53% | 166.82%-152.3pp | 134.50%-120.0pp | 373.84%-359.3pp |
| Employer contribution / active EE | $1,451 | $5,478-73.5% | $4,821-69.9% | $4,755-69.5% |
| Participant deferral / active EE | $5,133 | $6,522-21.3% | $5,682-9.7% | $6,713-23.5% |
| Admin fee / account holder | $7,251 | $16,158-55.1% | $13,215-45.1% | $11,407-36.4% |