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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 | $93,378 | $105,160-11.2% | $94,679-1.4% | $139,456-33.0% |
| Participation rate | 75.0% | 82.4%-7.4pp | 80.8%-5.8pp | 80.3%-5.3pp |
| Annual return | 13.20% | 38.04%-24.8pp | 156.75%-143.6pp | 373.45%-360.3pp |
| Employer contribution / active EE | $10,118 | $4,107+146.4% | $3,673+175.5% | $4,753+112.9% |
| Participant deferral / active EE | $2,572 | $7,599-66.1% | $7,417-65.3% | $6,711-61.7% |
| Admin fee / account holder | $3,327 | $8,988-63.0% | $7,233-54.0% | $11,407-70.8% |