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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 | $86,155 | $115,810-25.6% | $101,271-14.9% | $158,966-45.8% |
| Participation rate | 71.4% | 79.4%-7.9pp | 75.8%-4.4pp | 82.0%-10.5pp |
| Annual return | 12.24% | 56.15%-43.9pp | 46.48%-34.2pp | 302.95%-290.7pp |
| Employer contribution / active EE | $1,902 | $4,175-54.5% | $3,660-48.0% | $4,762-60.1% |
| Participant deferral / active EE | $4,209 | $4,958-15.1% | $4,371-3.7% | $5,983-29.6% |
| Admin fee / account holder | $8,350 | $7,248+15.2% | $5,948+40.4% | $11,250-25.8% |