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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 | $68,240 | $144,130-52.7% | $117,861-42.1% | $147,586-53.8% |
| Participation rate | 84.6% | 83.4%+1.2pp | 79.7%+5.0pp | 82.8%+1.8pp |
| Annual return | 15.53% | 531.20%-515.7pp | 335.11%-319.6pp | 578.59%-563.1pp |
| Employer contribution / active EE | $2,352 | $4,897-52.0% | $3,786-37.9% | $4,876-51.8% |
| Participant deferral / active EE | $3,422 | $5,316-35.6% | $4,482-23.6% | $5,439-37.1% |
| Admin fee / account holder | $2,528 | $10,887-76.8% | $8,021-68.5% | $10,886-76.8% |