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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 | $82,610 | $103,008-19.8% | $90,304-8.5% | $152,897-46.0% |
| Participation rate | 73.3% | 75.9%-2.5pp | 73.3%+0.1pp | 82.5%-9.1pp |
| Annual return | 24.12% | 95.22%-71.1pp | 78.13%-54.0pp | 345.43%-321.3pp |
| Employer contribution / active EE | $2,403 | $3,139-23.5% | $2,855-15.8% | $4,764-49.6% |
| Participant deferral / active EE | $5,284 | $4,281+23.4% | $3,885+36.0% | $5,851-9.7% |
| Admin fee / account holder | $1,979 | $6,175-68.0% | $5,354-63.0% | $11,599-82.9% |