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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 | $159,934-44.4% | $147,005-39.5% | $145,959-39.1% |
| Participation rate | 81.3% | 84.0%-2.7pp | 82.2%-0.9pp | 80.3%+1.0pp |
| Annual return | 11.37% | 98.24%-86.9pp | 418.76%-407.4pp | 561.95%-550.6pp |
| Employer contribution / active EE | $2,089 | $5,287-60.5% | $4,934-57.7% | $4,661-55.2% |
| Participant deferral / active EE | $4,733 | $8,427-43.8% | $8,070-41.3% | $6,689-29.2% |
| Admin fee / account holder | $4,344 | $15,053-71.1% | $13,006-66.6% | $13,398-67.6% |