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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 | $70,947 | $183,539-61.3% | $155,556-54.4% | $145,897-51.4% |
| Participation rate | 85.7% | 82.7%+3.0pp | 78.2%+7.5pp | 80.3%+5.4pp |
| Annual return | 10.27% | 61.31%-51.0pp | 64.84%-54.6pp | 552.29%-542.0pp |
| Employer contribution / active EE | $2,226 | $5,315-58.1% | $4,675-52.4% | $4,663-52.3% |
| Participant deferral / active EE | $5,350 | $6,467-17.3% | $5,631-5.0% | $6,689-20.0% |
| Admin fee / account holder | $3,865 | $19,275-79.9% | $15,885-75.7% | $13,390-71.1% |