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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 | $76,973 | $152,612-49.6% | $125,192-38.5% | $152,897-49.7% |
| Participation rate | 83.3% | 83.3%0pp | 79.8%+3.6pp | 82.5%+0.9pp |
| Annual return | 13.74% | 54.85%-41.1pp | 43.79%-30.0pp | 345.43%-331.7pp |
| Employer contribution / active EE | $2,753 | $4,947-44.4% | $3,866-28.8% | $4,764-42.2% |
| Participant deferral / active EE | $5,204 | $5,868-11.3% | $4,937+5.4% | $5,851-11.1% |
| Admin fee / account holder | $529 | $13,437-96.1% | $9,704-94.5% | $11,599-95.4% |