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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 | $57,582 | $125,184-54.0% | $105,607-45.5% | $145,884-60.5% |
| Participation rate | 73.3% | 77.6%-4.3pp | 75.3%-1.9pp | 80.3%-7.0pp |
| Annual return | 13.70% | 225.00%-211.3pp | 116.11%-102.4pp | 551.85%-538.1pp |
| Employer contribution / active EE | $3,168 | $3,720-14.8% | $3,1670% | $4,662-32.0% |
| Participant deferral / active EE | $7,002 | $5,714+22.5% | $5,011+39.7% | $6,690+4.7% |
| Admin fee / account holder | $2,456 | $17,133-85.7% | $10,958-77.6% | $13,392-81.7% |