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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 | $96,779 | $166,131-41.7% | $164,975-41.3% | $145,877-33.7% |
| Participation rate | 72.7% | 82.0%-9.3pp | 78.6%-5.9pp | 80.3%-7.6pp |
| Annual return | 73.12% | 100.37%-27.2pp | 70.12%+3.0pp | 551.28%-478.2pp |
| Employer contribution / active EE | $3,099 | $5,276-41.3% | $4,343-28.6% | $4,663-33.5% |
| Participant deferral / active EE | $5,722 | $6,962-17.8% | $6,033-5.2% | $6,691-14.5% |
| Admin fee / account holder | $462 | $16,648-97.2% | $12,688-96.4% | $13,402-96.6% |