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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 | $74,640 | $150,435-50.4% | $120,580-38.1% | $145,897-48.8% |
| Participation rate | 88.9% | 78.8%+10.1pp | 72.0%+16.9pp | 80.3%+8.6pp |
| Annual return | 11.56% | 154.60%-143.0pp | 107.48%-95.9pp | 552.29%-540.7pp |
| Employer contribution / active EE | $2,147 | $4,352-50.7% | $3,469-38.1% | $4,663-54.0% |
| Participant deferral / active EE | $2,673 | $6,174-56.7% | $4,995-46.5% | $6,689-60.0% |
| Admin fee / account holder | $1,478 | $12,182-87.9% | $9,418-84.3% | $13,390-89.0% |