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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 | $99,691 | $166,268-40.0% | $165,100-39.6% | $145,897-31.7% |
| Participation rate | 83.3% | 82.0%+1.3pp | 78.6%+4.7pp | 80.3%+3.0pp |
| Annual return | 12.64% | 100.52%-87.9pp | 70.21%-57.6pp | 552.29%-539.6pp |
| Employer contribution / active EE | $6,822 | $5,284+29.1% | $4,348+56.9% | $4,663+46.3% |
| Participant deferral / active EE | $6,156 | $6,964-11.6% | $6,035+2.0% | $6,689-8.0% |
| Admin fee / account holder | $4,591 | $16,659-72.4% | $12,696-63.8% | $13,390-65.7% |