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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 | $55,465 | $103,008-46.2% | $90,304-38.6% | $152,897-63.7% |
| Participation rate | 85.7% | 75.9%+9.8pp | 73.3%+12.4pp | 82.5%+3.3pp |
| Annual return | 21.40% | 95.22%-73.8pp | 78.13%-56.7pp | 345.43%-324.0pp |
| Employer contribution / active EE | $6,019 | $3,139+91.7% | $2,855+110.8% | $4,764+26.4% |
| Participant deferral / active EE | $6,866 | $4,281+60.4% | $3,885+76.7% | $5,851+17.4% |
| Admin fee / account holder | $1,316 | $6,175-78.7% | $5,354-75.4% | $11,599-88.7% |