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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 | $95,530 | $226,105-57.7% | $182,540-47.7% | $152,897-37.5% |
| Participation rate | 81.8% | 82.5%-0.6pp | 78.0%+3.8pp | 82.5%-0.6pp |
| Annual return | 8.23% | 192.58%-184.3pp | 148.58%-140.3pp | 345.43%-337.2pp |
| Employer contribution / active EE | $2,844 | $4,978-42.9% | $4,076-30.2% | $4,764-40.3% |
| Participant deferral / active EE | $2,363 | $6,370-62.9% | $5,525-57.2% | $5,851-59.6% |
| Admin fee / account holder | $1,098 | $10,706-89.7% | $8,593-87.2% | $11,599-90.5% |