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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 | $57,126 | $103,008-44.5% | $90,304-36.7% | $152,897-62.6% |
| Participation rate | 82.6% | 75.9%+6.7pp | 73.3%+9.3pp | 82.5%+0.2pp |
| Annual return | 19.28% | 95.22%-75.9pp | 78.13%-58.9pp | 345.43%-326.2pp |
| Employer contribution / active EE | $1,663 | $3,139-47.0% | $2,855-41.8% | $4,764-65.1% |
| Participant deferral / active EE | $2,023 | $4,281-52.7% | $3,885-47.9% | $5,851-65.4% |
| Admin fee / account holder | $1,573 | $6,175-74.5% | $5,354-70.6% | $11,599-86.4% |