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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 | $69,355 | $112,112-38.1% | $95,956-27.7% | $158,950-56.4% |
| Participation rate | 94.4% | 79.0%+15.5pp | 77.1%+17.4pp | 82.0%+12.5pp |
| Annual return | 8.20% | 171.15%-162.9pp | 91.63%-83.4pp | 302.91%-294.7pp |
| Employer contribution / active EE | $1,451 | $3,199-54.6% | $2,541-42.9% | $4,762-69.5% |
| Participant deferral / active EE | $6,678 | $4,784+39.6% | $4,167+60.3% | $5,983+11.6% |
| Admin fee / account holder | $577 | $10,134-94.3% | $6,797-91.5% | $11,248-94.9% |