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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 | $101,583 | $232,540-56.3% | $185,117-45.1% | $147,586-31.2% |
| Participation rate | 80.0% | 82.4%-2.4pp | 77.3%+2.7pp | 82.8%-2.8pp |
| Annual return | 11.61% | 43.03%-31.4pp | 40.50%-28.9pp | 578.59%-567.0pp |
| Employer contribution / active EE | $3,884 | $5,195-25.2% | $4,182-7.1% | $4,876-20.4% |
| Participant deferral / active EE | $3,825 | $5,834-34.4% | $5,045-24.2% | $5,439-29.7% |
| Admin fee / account holder | $3,749 | $10,275-63.5% | $8,159-54.0% | $10,886-65.6% |