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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 | $56,636 | $126,519-55.2% | $106,201-46.7% | $145,959-61.2% |
| Participation rate | 81.3% | 77.7%+3.6pp | 75.3%+6.0pp | 80.3%+1.0pp |
| Annual return | 8.92% | 225.10%-216.2pp | 116.26%-107.3pp | 561.95%-553.0pp |
| Employer contribution / active EE | $2,045 | $3,726-45.1% | $3,170-35.5% | $4,661-56.1% |
| Participant deferral / active EE | $3,941 | $5,716-31.1% | $5,012-21.4% | $6,689-41.1% |
| Admin fee / account holder | $17,723 | $17,312+2.4% | $11,039+60.5% | $13,398+32.3% |