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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 | $125,193-44.1% | $105,591-33.7% | $145,978-52.1% |
| Participation rate | 75.0% | 77.6%-2.6pp | 75.3%-0.3pp | 80.3%-5.3pp |
| Annual return | 16.04% | 225.53%-209.5pp | 116.43%-100.4pp | 550.52%-534.5pp |
| Employer contribution / active EE | $1,223 | $3,718-67.1% | $3,166-61.4% | $4,662-73.8% |
| Participant deferral / active EE | $2,832 | $5,708-50.4% | $5,008-43.4% | $6,690-57.7% |
| Admin fee / account holder | $8,232 | $17,277-52.4% | $11,024-25.3% | $13,400-38.6% |