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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 | $98,093 | $227,399-56.9% | $189,758-48.3% | $198,609-50.6% |
| Participation rate | 75.0% | 84.0%-9.0pp | 79.8%-4.8pp | 82.4%-7.4pp |
| Annual return | 11.72% | 61.03%-49.3pp | 52.62%-40.9pp | 202.70%-191.0pp |
| Employer contribution / active EE | $4,041 | $5,526-26.9% | $4,767-15.2% | $5,055-20.1% |
| Participant deferral / active EE | $7,278 | $6,837+6.4% | $5,856+24.3% | $6,977+4.3% |
| Admin fee / account holder | $85,609 | $25,162+240.2% | $20,388+319.9% | $19,030+349.9% |