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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 | $125,237-49.9% | $105,608-40.6% | $145,877-57.0% |
| Participation rate | 83.3% | 77.7%+5.7pp | 75.3%+8.0pp | 80.3%+3.0pp |
| Annual return | 13.12% | 225.76%-212.6pp | 116.50%-103.4pp | 551.28%-538.2pp |
| Employer contribution / active EE | $1,708 | $3,720-54.1% | $3,167-46.1% | $4,663-63.4% |
| Participant deferral / active EE | $2,552 | $5,711-55.3% | $5,010-49.1% | $6,691-61.9% |
| Admin fee / account holder | $2,705 | $17,287-84.4% | $11,028-75.5% | $13,402-79.8% |