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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 | $68,594 | $166,268-58.7% | $165,100-58.5% | $145,897-53.0% |
| Participation rate | 86.4% | 82.0%+4.3pp | 78.6%+7.7pp | 80.3%+6.1pp |
| Annual return | 14.90% | 100.52%-85.6pp | 70.21%-55.3pp | 552.29%-537.4pp |
| Employer contribution / active EE | $3,473 | $5,284-34.3% | $4,348-20.1% | $4,663-25.5% |
| Participant deferral / active EE | $5,609 | $6,964-19.5% | $6,035-7.1% | $6,689-16.1% |
| Admin fee / account holder | $1,027 | $16,659-93.8% | $12,696-91.9% | $13,390-92.3% |