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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 | $70,641 | $138,075-48.8% | $123,552-42.8% | $135,379-47.8% |
| Participation rate | 87.5% | 84.7%+2.8pp | 82.3%+5.2pp | 82.6%+4.9pp |
| Annual return | 2.27% | 153.70%-151.4pp | 119.20%-116.9pp | 519.79%-517.5pp |
| Employer contribution / active EE | $2,218 | $5,152-56.9% | $4,628-52.1% | $4,779-53.6% |
| Participant deferral / active EE | $4,837 | $6,800-28.9% | $6,426-24.7% | $5,609-13.8% |
| Admin fee / account holder | $1,583 | $10,917-85.5% | $9,285-83.0% | $10,828-85.4% |