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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 | $102,429-38.1% | $147,096-56.9% | $80,925-21.6% |
| Participation rate | 82.1% | 75.9%+6.3pp | 82.2%0pp | 67.7%+14.5pp |
| Annual return | 16.99% | 135.02%-118.0pp | 419.75%-402.8pp | 35.65%-18.7pp |
| Employer contribution / active EE | $1,023 | $3,716-72.5% | $4,936-79.3% | $2,756-62.9% |
| Participant deferral / active EE | $9,235 | $6,649+38.9% | $8,071+14.4% | $4,299+114.8% |
| Admin fee / account holder | $1,288 | $7,957-83.8% | $13,005-90.1% | $6,940-81.4% |