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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 | $64,641 | $150,197-57.0% | $120,368-46.3% | $145,959-55.7% |
| Participation rate | 81.8% | 78.8%+3.1pp | 71.9%+9.9pp | 80.3%+1.5pp |
| Annual return | 11.34% | 154.26%-142.9pp | 107.26%-95.9pp | 561.95%-550.6pp |
| Employer contribution / active EE | $1,598 | $4,350-63.3% | $3,465-53.9% | $4,661-65.7% |
| Participant deferral / active EE | $3,703 | $6,174-40.0% | $4,991-25.8% | $6,689-44.6% |
| Admin fee / account holder | $5,047 | $12,216-58.7% | $9,429-46.5% | $13,398-62.3% |