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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 | $77,964 | $125,237-37.7% | $105,608-26.2% | $145,877-46.6% |
| Participation rate | 88.9% | 77.7%+11.2pp | 75.3%+13.6pp | 80.3%+8.6pp |
| Annual return | 15.14% | 225.76%-210.6pp | 116.50%-101.4pp | 551.28%-536.1pp |
| Employer contribution / active EE | $1,255 | $3,720-66.3% | $3,167-60.4% | $4,663-73.1% |
| Participant deferral / active EE | $3,623 | $5,711-36.6% | $5,010-27.7% | $6,691-45.8% |
| Admin fee / account holder | $4,102 | $17,287-76.3% | $11,028-62.8% | $13,402-69.4% |