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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 | $56,358 | $152,619-63.1% | $125,195-55.0% | $152,909-63.1% |
| Participation rate | 89.5% | 83.3%+6.1pp | 79.8%+9.7pp | 82.5%+7.0pp |
| Annual return | 16.32% | 54.85%-38.5pp | 43.79%-27.5pp | 345.46%-329.1pp |
| Employer contribution / active EE | $2,293 | $4,947-53.6% | $3,866-40.7% | $4,764-51.9% |
| Participant deferral / active EE | $5,789 | $5,869-1.4% | $4,937+17.3% | $5,851-1.1% |
| Admin fee / account holder | $6,978 | $13,437-48.1% | $9,704-28.1% | $11,601-39.9% |