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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 | $65,781 | $102,422-35.8% | $147,117-55.3% | $80,959-18.7% |
| Participation rate | 71.9% | 75.9%-4.0pp | 82.2%-10.3pp | 67.7%+4.2pp |
| Annual return | 19.35% | 135.16%-115.8pp | 420.54%-401.2pp | 35.67%-16.3pp |
| Employer contribution / active EE | $1,328 | $3,717-64.3% | $4,932-73.1% | $2,757-51.8% |
| Participant deferral / active EE | $6,849 | $6,652+3.0% | $8,065-15.1% | $4,300+59.3% |
| Admin fee / account holder | $905 | $7,953-88.6% | $12,993-93.0% | $6,925-86.9% |