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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 | $125,237-54.8% | $105,608-46.4% | $145,877-61.2% |
| Participation rate | 81.3% | 77.7%+3.6pp | 75.3%+6.0pp | 80.3%+0.9pp |
| Annual return | 8.92% | 225.76%-216.8pp | 116.50%-107.6pp | 551.28%-542.4pp |
| Employer contribution / active EE | $2,045 | $3,720-45.0% | $3,167-35.4% | $4,663-56.1% |
| Participant deferral / active EE | $3,941 | $5,711-31.0% | $5,010-21.3% | $6,691-41.1% |
| Admin fee / account holder | $17,723 | $17,287+2.5% | $11,028+60.7% | $13,402+32.2% |