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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 | $56,047 | $105,145-46.7% | $94,664-40.8% | $139,466-59.8% |
| Participation rate | 83.3% | 82.4%+1.0pp | 80.8%+2.5pp | 80.3%+3.0pp |
| Annual return | 17.17% | 38.09%-20.9pp | 156.84%-139.7pp | 373.66%-356.5pp |
| Employer contribution / active EE | $2,250 | $4,107-45.2% | $3,673-38.7% | $4,754-52.7% |
| Participant deferral / active EE | $5,941 | $7,599-21.8% | $7,417-19.9% | $6,712-11.5% |
| Admin fee / account holder | $1,367 | $8,972-84.8% | $7,222-81.1% | $11,409-88.0% |