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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 | $57,971 | $110,039-47.3% | $97,260-40.4% | $145,884-60.3% |
| Participation rate | 90.9% | 75.9%+15.0pp | 72.7%+18.2pp | 80.3%+10.6pp |
| Annual return | 10.15% | 244.44%-234.3pp | 75.54%-65.4pp | 551.85%-541.7pp |
| Employer contribution / active EE | $3,627 | $3,074+18.0% | $2,721+33.3% | $4,662-22.2% |
| Participant deferral / active EE | $3,638 | $4,674-22.2% | $4,262-14.6% | $6,690-45.6% |
| Admin fee / account holder | $2,113 | $6,204-65.9% | $5,640-62.5% | $13,392-84.2% |