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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 | $42,947 | $112,131-61.7% | $95,964-55.2% | $158,982-73.0% |
| Participation rate | 85.7% | 79.0%+6.7pp | 77.1%+8.6pp | 82.0%+3.7pp |
| Annual return | 16.90% | 171.19%-154.3pp | 91.64%-74.7pp | 302.99%-286.1pp |
| Employer contribution / active EE | $2,889 | $3,199-9.7% | $2,541+13.7% | $4,763-39.3% |
| Participant deferral / active EE | $6,822 | $4,784+42.6% | $4,167+63.7% | $5,983+14.0% |
| Admin fee / account holder | $1,451 | $10,136-85.7% | $6,797-78.7% | $11,252-87.1% |