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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 | $89,665 | $160,040-44.0% | $147,096-39.0% | $145,877-38.5% |
| Participation rate | 81.0% | 84.0%-3.1pp | 82.2%-1.2pp | 80.3%+0.7pp |
| Annual return | 11.63% | 98.49%-86.9pp | 419.75%-408.1pp | 551.28%-539.7pp |
| Employer contribution / active EE | $7,941 | $5,289+50.1% | $4,936+60.9% | $4,663+70.3% |
| Participant deferral / active EE | $7,467 | $8,429-11.4% | $8,071-7.5% | $6,691+11.6% |
| Admin fee / account holder | $9,091 | $15,050-39.6% | $13,005-30.1% | $13,402-32.2% |