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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 | $57,915 | $103,038-43.8% | $90,324-35.9% | $152,909-62.1% |
| Participation rate | 90.9% | 75.9%+15.0pp | 73.3%+17.6pp | 82.5%+8.5pp |
| Annual return | 23.04% | 95.25%-72.2pp | 78.15%-55.1pp | 345.46%-322.4pp |
| Employer contribution / active EE | $2,153 | $3,141-31.4% | $2,856-24.6% | $4,764-54.8% |
| Participant deferral / active EE | $3,104 | $4,282-27.5% | $3,885-20.1% | $5,851-47.0% |
| Admin fee / account holder | $14,620 | $6,177+136.7% | $5,356+173.0% | $11,601+26.0% |