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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 | $92,899 | $83,337+11.5% | $67,834+37.0% | $273,972-66.1% |
| Participation rate | 94.4% | 76.4%+18.0pp | 68.8%+25.6pp | 83.0%+11.4pp |
| Annual return | 5.27% | 259.45%-254.2pp | 138.47%-133.2pp | 41.46%-36.2pp |
| Employer contribution / active EE | $1,309 | $3,287-60.2% | $2,403-45.5% | $4,869-73.1% |
| Participant deferral / active EE | $2,473 | $4,088-39.5% | $3,160-21.7% | $5,287-53.2% |
| Admin fee / account holder | $1,700 | $6,752-74.8% | $4,622-63.2% | $10,133-83.2% |