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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 | $84,318 | $102,638-17.8% | $81,982+2.8% | $158,982-47.0% |
| Participation rate | 80.0% | 75.5%+4.5pp | 69.3%+10.7pp | 82.0%-2.0pp |
| Annual return | 10.40% | 61.05%-50.7pp | 41.31%-30.9pp | 302.99%-292.6pp |
| Employer contribution / active EE | $2,018 | $3,241-37.7% | $2,498-19.2% | $4,763-57.6% |
| Participant deferral / active EE | $3,013 | $4,649-35.2% | $3,722-19.1% | $5,983-49.7% |
| Admin fee / account holder | $2,032 | $8,237-75.3% | $5,665-64.1% | $11,252-81.9% |