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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 | $62,757 | $125,190-49.9% | $105,624-40.6% | $145,897-57.0% |
| Participation rate | 83.3% | 77.6%+5.7pp | 75.3%+8.1pp | 80.3%+3.0pp |
| Annual return | 13.12% | 225.22%-212.1pp | 116.20%-103.1pp | 552.29%-539.2pp |
| Employer contribution / active EE | $1,708 | $3,720-54.1% | $3,168-46.1% | $4,663-63.4% |
| Participant deferral / active EE | $2,552 | $5,716-55.4% | $5,013-49.1% | $6,689-61.9% |
| Admin fee / account holder | $2,705 | $17,138-84.2% | $10,961-75.3% | $13,390-79.8% |