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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 | $88,884 | $110,039-19.2% | $97,260-8.6% | $145,884-39.1% |
| Participation rate | 80.0% | 75.9%+4.1pp | 72.7%+7.3pp | 80.3%-0.3pp |
| Annual return | 11.31% | 244.44%-233.1pp | 75.54%-64.2pp | 551.85%-540.5pp |
| Employer contribution / active EE | $3,045 | $3,074-1.0% | $2,721+11.9% | $4,662-34.7% |
| Participant deferral / active EE | $3,940 | $4,674-15.7% | $4,262-7.6% | $6,690-41.1% |
| Admin fee / account holder | $2,252 | $6,204-63.7% | $5,640-60.1% | $13,392-83.2% |