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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 | $54,630 | $152,612-64.2% | $125,192-56.4% | $152,897-64.3% |
| Participation rate | 83.3% | 83.3%0pp | 79.8%+3.6pp | 82.5%+0.9pp |
| Annual return | 19.57% | 54.85%-35.3pp | 43.79%-24.2pp | 345.43%-325.9pp |
| Employer contribution / active EE | $1,868 | $4,947-62.2% | $3,866-51.7% | $4,764-60.8% |
| Participant deferral / active EE | $6,885 | $5,868+17.3% | $4,937+39.4% | $5,851+17.7% |
| Admin fee / account holder | $1,904 | $13,437-85.8% | $9,704-80.4% | $11,599-83.6% |