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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 | $46,913 | $110,093-57.4% | $97,295-51.8% | $145,897-67.8% |
| Participation rate | 83.3% | 75.9%+7.4pp | 72.7%+10.7pp | 80.3%+3.0pp |
| Annual return | 13.00% | 244.76%-231.8pp | 75.62%-62.6pp | 552.29%-539.3pp |
| Employer contribution / active EE | $3,101 | $3,077+0.8% | $2,723+13.9% | $4,663-33.5% |
| Participant deferral / active EE | $8,346 | $4,678+78.4% | $4,264+95.8% | $6,689+24.8% |
| Admin fee / account holder | $1,298 | $6,212-79.1% | $5,646-77.0% | $13,390-90.3% |