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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 | $68,401 | $171,492-60.1% | $150,734-54.6% | $198,609-65.6% |
| Participation rate | 81.8% | 81.4%+0.4pp | 78.4%+3.4pp | 82.4%-0.6pp |
| Annual return | 16.25% | 804.70%-788.4pp | 600.81%-584.6pp | 202.70%-186.4pp |
| Employer contribution / active EE | $1,898 | $5,470-65.3% | $4,918-61.4% | $5,055-62.5% |
| Participant deferral / active EE | $3,729 | $6,259-40.4% | $5,610-33.5% | $6,977-46.6% |
| Admin fee / account holder | $23,125 | $17,628+31.2% | $14,905+55.1% | $19,030+21.5% |