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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 | $68,717 | $154,159-55.4% | $130,026-47.2% | $139,456-50.7% |
| Participation rate | 94.1% | 82.0%+12.2pp | 78.5%+15.6pp | 80.3%+13.8pp |
| Annual return | 11.61% | 32.50%-20.9pp | -137.26%+148.9pp | 373.45%-361.8pp |
| Employer contribution / active EE | $2,184 | $5,292-58.7% | $4,321-49.5% | $4,753-54.1% |
| Participant deferral / active EE | $5,690 | $6,710-15.2% | $5,821-2.2% | $6,711-15.2% |
| Admin fee / account holder | $506 | $14,001-96.4% | $10,608-95.2% | $11,407-95.6% |