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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 | $55,478 | $103,000-46.1% | $90,300-38.6% | $152,885-63.7% |
| Participation rate | 82.4% | 75.9%+6.5pp | 73.3%+9.1pp | 82.5%-0.1pp |
| Annual return | 20.34% | 95.19%-74.9pp | 78.11%-57.8pp | 345.39%-325.1pp |
| Employer contribution / active EE | $2,090 | $3,138-33.4% | $2,854-26.8% | $4,763-56.1% |
| Participant deferral / active EE | $3,225 | $4,281-24.6% | $3,884-17.0% | $5,851-44.9% |
| Admin fee / account holder | $17,389 | $6,173+181.7% | $5,353+224.8% | $11,598+49.9% |