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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 | $45,227 | $105,158-57.0% | $94,672-52.2% | $139,487-67.6% |
| Participation rate | 84.6% | 82.4%+2.2pp | 80.8%+3.8pp | 80.3%+4.3pp |
| Annual return | 27.29% | 38.11%-10.8pp | 156.89%-129.6pp | 373.84%-346.5pp |
| Employer contribution / active EE | $2,009 | $4,107-51.1% | $3,673-45.3% | $4,755-57.8% |
| Participant deferral / active EE | $2,544 | $7,599-66.5% | $7,417-65.7% | $6,713-62.1% |
| Admin fee / account holder | $656 | $8,972-92.7% | $7,222-90.9% | $11,407-94.3% |