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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 | $63,442 | $102,422-38.1% | $147,117-56.9% | $80,959-21.6% |
| Participation rate | 82.1% | 75.9%+6.3pp | 82.2%0pp | 67.7%+14.5pp |
| Annual return | 16.99% | 135.16%-118.2pp | 420.54%-403.5pp | 35.67%-18.7pp |
| Employer contribution / active EE | $1,023 | $3,717-72.5% | $4,932-79.3% | $2,757-62.9% |
| Participant deferral / active EE | $9,235 | $6,652+38.8% | $8,065+14.5% | $4,300+114.8% |
| Admin fee / account holder | $1,288 | $7,953-83.8% | $12,993-90.1% | $6,925-81.4% |