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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 | $88,890 | $160,070-44.5% | $147,117-39.6% | $145,897-39.1% |
| Participation rate | 81.3% | 84.0%-2.8pp | 82.2%-0.9pp | 80.3%+0.9pp |
| Annual return | 11.37% | 98.69%-87.3pp | 420.54%-409.2pp | 552.29%-540.9pp |
| Employer contribution / active EE | $2,089 | $5,285-60.5% | $4,932-57.7% | $4,663-55.2% |
| Participant deferral / active EE | $4,733 | $8,419-43.8% | $8,065-41.3% | $6,689-29.2% |
| Admin fee / account holder | $4,344 | $15,035-71.1% | $12,993-66.6% | $13,390-67.6% |