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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 | $47,978 | $125,193-61.7% | $105,591-54.6% | $145,978-67.1% |
| Participation rate | 75.0% | 77.6%-2.6pp | 75.3%-0.3pp | 80.3%-5.3pp |
| Annual return | 8.37% | 225.53%-217.2pp | 116.43%-108.1pp | 550.52%-542.2pp |
| Employer contribution / active EE | $2,033 | $3,718-45.3% | $3,166-35.8% | $4,662-56.4% |
| Participant deferral / active EE | $2,689 | $5,708-52.9% | $5,008-46.3% | $6,690-59.8% |
| Admin fee / account holder | $22,229 | $17,277+28.7% | $11,024+101.6% | $13,400+65.9% |