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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 | $69,272 | $90,530-23.5% | $76,030-8.9% | $145,897-52.5% |
| Participation rate | 71.4% | 74.4%-3.0pp | 69.1%+2.4pp | 80.3%-8.9pp |
| Annual return | 11.58% | 625.08%-613.5pp | 361.54%-350.0pp | 552.29%-540.7pp |
| Employer contribution / active EE | $1,437 | $3,319-56.7% | $2,688-46.5% | $4,663-69.2% |
| Participant deferral / active EE | $4,156 | $5,164-19.5% | $4,257-2.4% | $6,689-37.9% |
| Admin fee / account holder | $779 | $8,383-90.7% | $6,421-87.9% | $13,390-94.2% |