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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 | $59,112 | $102,422-42.3% | $147,117-59.8% | $80,959-27.0% |
| Participation rate | 82.9% | 75.9%+7.1pp | 82.2%+0.7pp | 67.7%+15.3pp |
| Annual return | 23.44% | 135.16%-111.7pp | 420.54%-397.1pp | 35.67%-12.2pp |
| Employer contribution / active EE | $2,470 | $3,717-33.6% | $4,932-49.9% | $2,757-10.4% |
| Participant deferral / active EE | $6,121 | $6,652-8.0% | $8,065-24.1% | $4,300+42.3% |
| Admin fee / account holder | $824 | $7,953-89.6% | $12,993-93.7% | $6,925-88.1% |