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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 | $77,929 | $125,237-37.8% | $105,608-26.2% | $145,877-46.6% |
| Participation rate | 82.4% | 77.7%+4.7pp | 75.3%+7.1pp | 80.3%+2.1pp |
| Annual return | 9.35% | 225.76%-216.4pp | 116.50%-107.2pp | 551.28%-541.9pp |
| Employer contribution / active EE | $1,538 | $3,720-58.6% | $3,167-51.4% | $4,663-67.0% |
| Participant deferral / active EE | $3,490 | $5,711-38.9% | $5,010-30.3% | $6,691-47.8% |
| Admin fee / account holder | $3,253 | $17,287-81.2% | $11,028-70.5% | $13,402-75.7% |