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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 | $80,741 | $111,785-27.8% | $93,669-13.8% | $145,877-44.7% |
| Participation rate | 73.7% | 74.2%-0.5pp | 68.7%+5.0pp | 80.3%-6.6pp |
| Annual return | 11.35% | 203.79%-192.4pp | 133.59%-122.2pp | 551.28%-539.9pp |
| Employer contribution / active EE | $1,562 | $3,096-49.5% | $2,424-35.5% | $4,663-66.5% |
| Participant deferral / active EE | $4,004 | $4,919-18.6% | $4,416-9.3% | $6,691-40.2% |
| Admin fee / account holder | $14,986 | $10,256+46.1% | $8,291+80.8% | $13,402+11.8% |