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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 | $69,996 | $125,184-44.1% | $105,607-33.7% | $145,884-52.0% |
| Participation rate | 75.0% | 77.6%-2.6pp | 75.3%-0.3pp | 80.3%-5.3pp |
| Annual return | 16.04% | 225.00%-209.0pp | 116.11%-100.1pp | 551.85%-535.8pp |
| Employer contribution / active EE | $1,223 | $3,720-67.1% | $3,167-61.4% | $4,662-73.8% |
| Participant deferral / active EE | $2,832 | $5,714-50.4% | $5,011-43.5% | $6,690-57.7% |
| Admin fee / account holder | $8,232 | $17,133-52.0% | $10,958-24.9% | $13,392-38.5% |