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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 | $89,978 | $107,353-16.2% | $92,903-3.1% | $152,885-41.1% |
| Participation rate | 84.2% | 79.8%+4.4pp | 76.0%+8.2pp | 82.5%+1.8pp |
| Annual return | 29.94% | 145.62%-115.7pp | 109.43%-79.5pp | 345.39%-315.5pp |
| Employer contribution / active EE | $1,310 | $4,222-69.0% | $3,653-64.1% | $4,763-72.5% |
| Participant deferral / active EE | $3,541 | $4,848-27.0% | $4,238-16.4% | $5,851-39.5% |
| Admin fee / account holder | $2,417 | $7,081-65.9% | $5,795-58.3% | $11,598-79.2% |