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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 | $81,900 | $112,112-26.9% | $95,956-14.6% | $158,950-48.5% |
| Participation rate | 75.0% | 79.0%-4.0pp | 77.1%-2.1pp | 82.0%-7.0pp |
| Annual return | 11.26% | 171.15%-159.9pp | 91.63%-80.4pp | 302.91%-291.7pp |
| Employer contribution / active EE | $674 | $3,199-78.9% | $2,541-73.5% | $4,762-85.8% |
| Participant deferral / active EE | $3,951 | $4,784-17.4% | $4,167-5.2% | $5,983-34.0% |
| Admin fee / account holder | $11,906 | $10,134+17.5% | $6,797+75.2% | $11,248+5.8% |