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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 | $88,589 | $115,814-23.5% | $101,275-12.5% | $158,982-44.3% |
| Participation rate | 75.0% | 79.4%-4.4pp | 75.8%-0.8pp | 82.0%-7.0pp |
| Annual return | 11.64% | 56.16%-44.5pp | 46.48%-34.8pp | 302.99%-291.3pp |
| Employer contribution / active EE | $1,432 | $4,176-65.7% | $3,660-60.9% | $4,763-69.9% |
| Participant deferral / active EE | $2,915 | $4,958-41.2% | $4,371-33.3% | $5,983-51.3% |
| Admin fee / account holder | $711 | $7,249-90.2% | $5,948-88.0% | $11,252-93.7% |