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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 | $160,040-44.5% | $147,096-39.6% | $145,877-39.1% |
| Participation rate | 81.3% | 84.0%-2.8pp | 82.2%-0.9pp | 80.3%+0.9pp |
| Annual return | 11.37% | 98.49%-87.1pp | 419.75%-408.4pp | 551.28%-539.9pp |
| Employer contribution / active EE | $2,089 | $5,289-60.5% | $4,936-57.7% | $4,663-55.2% |
| Participant deferral / active EE | $4,733 | $8,429-43.8% | $8,071-41.4% | $6,691-29.3% |
| Admin fee / account holder | $4,344 | $15,050-71.1% | $13,005-66.6% | $13,402-67.6% |