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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 | $125,184-54.8% | $105,607-46.4% | $145,884-61.2% |
| Participation rate | 81.3% | 77.6%+3.6pp | 75.3%+6.0pp | 80.3%+0.9pp |
| Annual return | 8.92% | 225.00%-216.1pp | 116.11%-107.2pp | 551.85%-542.9pp |
| Employer contribution / active EE | $2,045 | $3,720-45.0% | $3,167-35.4% | $4,662-56.1% |
| Participant deferral / active EE | $3,941 | $5,714-31.0% | $5,011-21.4% | $6,690-41.1% |
| Admin fee / account holder | $17,723 | $17,133+3.4% | $10,958+61.7% | $13,392+32.3% |