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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 | $125,193-54.8% | $105,591-46.4% | $145,978-61.2% |
| Participation rate | 81.3% | 77.6%+3.6pp | 75.3%+6.0pp | 80.3%+1.0pp |
| Annual return | 8.92% | 225.53%-216.6pp | 116.43%-107.5pp | 550.52%-541.6pp |
| Employer contribution / active EE | $2,045 | $3,718-45.0% | $3,166-35.4% | $4,662-56.1% |
| Participant deferral / active EE | $3,941 | $5,708-31.0% | $5,008-21.3% | $6,690-41.1% |
| Admin fee / account holder | $17,723 | $17,277+2.6% | $11,024+60.8% | $13,400+32.3% |