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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 | $83,866 | $125,190-33.0% | $105,624-20.6% | $145,897-42.5% |
| Participation rate | 77.8% | 77.6%+0.1pp | 75.3%+2.5pp | 80.3%-2.5pp |
| Annual return | 12.44% | 225.22%-212.8pp | 116.20%-103.8pp | 552.29%-539.8pp |
| Employer contribution / active EE | $1,701 | $3,720-54.3% | $3,168-46.3% | $4,663-63.5% |
| Participant deferral / active EE | $2,851 | $5,716-50.1% | $5,013-43.1% | $6,689-57.4% |
| Admin fee / account holder | $2,330 | $17,138-86.4% | $10,961-78.7% | $13,390-82.6% |