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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 | $166,268-41.8% | $165,100-41.4% | $145,897-33.7% |
| Participation rate | 72.7% | 82.0%-9.3pp | 78.6%-5.9pp | 80.3%-7.6pp |
| Annual return | 73.12% | 100.52%-27.4pp | 70.21%+2.9pp | 552.29%-479.2pp |
| Employer contribution / active EE | $3,099 | $5,284-41.4% | $4,348-28.7% | $4,663-33.5% |
| Participant deferral / active EE | $5,722 | $6,964-17.8% | $6,035-5.2% | $6,689-14.5% |
| Admin fee / account holder | $462 | $16,659-97.2% | $12,696-96.4% | $13,390-96.6% |