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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 | $55,853 | $105,145-46.9% | $94,664-41.0% | $139,466-60.0% |
| Participation rate | 83.3% | 82.4%+1.0pp | 80.8%+2.5pp | 80.3%+3.0pp |
| Annual return | 18.13% | 38.09%-20.0pp | 156.84%-138.7pp | 373.66%-355.5pp |
| Employer contribution / active EE | $2,511 | $4,107-38.9% | $3,673-31.6% | $4,754-47.2% |
| Participant deferral / active EE | $4,371 | $7,599-42.5% | $7,417-41.1% | $6,712-34.9% |
| Admin fee / account holder | $3,450 | $8,972-61.6% | $7,222-52.2% | $11,409-69.8% |