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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 | $79,603 | $137,414-42.1% | $189,537-58.0% | $85,847-7.3% |
| Participation rate | 79.5% | 84.6%-5.1pp | 87.8%-8.3pp | 69.3%+10.2pp |
| Annual return | 16.47% | 38.14%-21.7pp | 555.34%-538.9pp | 318.61%-302.1pp |
| Employer contribution / active EE | $3,951 | $4,344-9.0% | $6,161-35.9% | $2,565+54.0% |
| Participant deferral / active EE | $6,087 | $6,260-2.8% | $8,220-25.9% | $3,952+54.0% |
| Admin fee / account holder | $1,455 | $8,630-83.1% | $12,048-87.9% | $6,261-76.8% |