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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 | $54,477 | $100,203-45.6% | $85,240-36.1% | $145,897-62.7% |
| Participation rate | 87.5% | 74.1%+13.4pp | 67.5%+20.0pp | 80.3%+7.2pp |
| Annual return | 10.43% | 84.28%-73.8pp | 66.75%-56.3pp | 552.29%-541.9pp |
| Employer contribution / active EE | $3,406 | $3,242+5.1% | $2,735+24.5% | $4,663-27.0% |
| Participant deferral / active EE | $2,967 | $5,299-44.0% | $4,527-34.5% | $6,689-55.6% |
| Admin fee / account holder | $3,424 | $7,265-52.9% | $6,165-44.5% | $13,390-74.4% |