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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 | $68,859 | $129,737-46.9% | $119,126-42.2% | $154,746-55.5% |
| Participation rate | 87.5% | 78.9%+8.6pp | 75.8%+11.7pp | 80.7%+6.8pp |
| Annual return | 11.84% | 379.08%-367.2pp | 282.11%-270.3pp | 172.34%-160.5pp |
| Employer contribution / active EE | $3,621 | $4,375-17.2% | $4,034-10.2% | $4,379-17.3% |
| Participant deferral / active EE | $0 | $5,842-100.0% | $5,318-100.0% | $6,730-100.0% |
| Admin fee / account holder | $3,003 | $11,961-74.9% | $10,693-71.9% | $14,365-79.1% |