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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 | $55,804 | $103,038-45.8% | $90,324-38.2% | $152,909-63.5% |
| Participation rate | 83.3% | 75.9%+7.5pp | 73.3%+10.1pp | 82.5%+0.9pp |
| Annual return | 22.16% | 95.25%-73.1pp | 78.15%-56.0pp | 345.46%-323.3pp |
| Employer contribution / active EE | $1,544 | $3,141-50.8% | $2,856-45.9% | $4,764-67.6% |
| Participant deferral / active EE | $3,629 | $4,282-15.2% | $3,885-6.6% | $5,851-38.0% |
| Admin fee / account holder | $6,742 | $6,177+9.1% | $5,356+25.9% | $11,601-41.9% |