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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 | $64,495 | $152,612-57.7% | $125,192-48.5% | $152,897-57.8% |
| Participation rate | 77.3% | 83.3%-6.1pp | 79.8%-2.5pp | 82.5%-5.2pp |
| Annual return | 17.15% | 54.85%-37.7pp | 43.79%-26.6pp | 345.43%-328.3pp |
| Employer contribution / active EE | $2,225 | $4,947-55.0% | $3,866-42.4% | $4,764-53.3% |
| Participant deferral / active EE | $5,902 | $5,868+0.6% | $4,937+19.5% | $5,851+0.9% |
| Admin fee / account holder | $2,813 | $13,437-79.1% | $9,704-71.0% | $11,599-75.8% |