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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 | $102,268 | $129,737-21.2% | $119,126-14.2% | $154,746-33.9% |
| Participation rate | 70.0% | 78.9%-8.9pp | 75.8%-5.8pp | 80.7%-10.7pp |
| Annual return | 16.88% | 379.08%-362.2pp | 282.11%-265.2pp | 172.34%-155.5pp |
| Employer contribution / active EE | $2,854 | $4,375-34.8% | $4,034-29.2% | $4,379-34.8% |
| Participant deferral / active EE | $6,991 | $5,842+19.7% | $5,318+31.5% | $6,730+3.9% |
| Admin fee / account holder | $3,142 | $11,961-73.7% | $10,693-70.6% | $14,365-78.1% |