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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 | $57,721 | $107,941-46.5% | $91,994-37.3% | $152,897-62.2% |
| Participation rate | 94.1% | 81.2%+12.9pp | 78.6%+15.5pp | 82.5%+11.7pp |
| Annual return | 25.37% | 89.28%-63.9pp | 69.04%-43.7pp | 345.43%-320.1pp |
| Employer contribution / active EE | $1,906 | $4,212-54.7% | $3,453-44.8% | $4,764-60.0% |
| Participant deferral / active EE | $6,824 | $6,366+7.2% | $5,924+15.2% | $5,851+16.6% |
| Admin fee / account holder | $1,723 | $10,521-83.6% | $7,744-77.8% | $11,599-85.1% |