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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 | $54,955 | $152,592-64.0% | $125,180-56.1% | $152,885-64.1% |
| Participation rate | 71.4% | 83.3%-11.9pp | 79.8%-8.4pp | 82.5%-11.0pp |
| Annual return | 23.02% | 54.84%-31.8pp | 43.79%-20.8pp | 345.39%-322.4pp |
| Employer contribution / active EE | $2,877 | $4,947-41.8% | $3,866-25.6% | $4,763-39.6% |
| Participant deferral / active EE | $6,969 | $5,868+18.8% | $4,937+41.2% | $5,851+19.1% |
| Admin fee / account holder | $995 | $13,435-92.6% | $9,703-89.7% | $11,598-91.4% |