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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 | $55,428 | $103,038-46.2% | $90,324-38.6% | $152,909-63.8% |
| Participation rate | 88.9% | 75.9%+13.0pp | 73.3%+15.6pp | 82.5%+6.4pp |
| Annual return | 20.01% | 95.25%-75.2pp | 78.15%-58.1pp | 345.46%-325.5pp |
| Employer contribution / active EE | $1,377 | $3,141-56.2% | $2,856-51.8% | $4,764-71.1% |
| Participant deferral / active EE | $2,737 | $4,282-36.1% | $3,885-29.6% | $5,851-53.2% |
| Admin fee / account holder | $11,285 | $6,177+82.7% | $5,356+110.7% | $11,601-2.7% |