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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 | $57,234 | $166,268-65.6% | $165,100-65.3% | $145,897-60.8% |
| Participation rate | 83.3% | 82.0%+1.3pp | 78.6%+4.7pp | 80.3%+3.0pp |
| Annual return | 8.74% | 100.52%-91.8pp | 70.21%-61.5pp | 552.29%-543.5pp |
| Employer contribution / active EE | $2,807 | $5,284-46.9% | $4,348-35.4% | $4,663-39.8% |
| Participant deferral / active EE | $7,265 | $6,964+4.3% | $6,035+20.4% | $6,689+8.6% |
| Admin fee / account holder | $12,065 | $16,659-27.6% | $12,696-5.0% | $13,390-9.9% |