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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 | $71,120 | $110,093-35.4% | $97,295-26.9% | $145,897-51.3% |
| Participation rate | 80.0% | 75.9%+4.1pp | 72.7%+7.3pp | 80.3%-0.3pp |
| Annual return | 13.69% | 244.76%-231.1pp | 75.62%-61.9pp | 552.29%-538.6pp |
| Employer contribution / active EE | $5,924 | $3,077+92.5% | $2,723+117.6% | $4,663+27.0% |
| Participant deferral / active EE | $1,922 | $4,678-58.9% | $4,264-54.9% | $6,689-71.3% |
| Admin fee / account holder | $1,117 | $6,212-82.0% | $5,646-80.2% | $13,390-91.7% |