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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 | $71,953 | $180,749-60.2% | $160,784-55.2% | $137,256-47.6% |
| Participation rate | 77.3% | 80.0%-2.7pp | 77.0%+0.3pp | 80.0%-2.7pp |
| Annual return | 15.08% | 2234.46%-2219.4pp | 1803.92%-1788.8pp | 220.34%-205.3pp |
| Employer contribution / active EE | $2,076 | $4,155-50.0% | $3,733-44.4% | $4,156-50.0% |
| Participant deferral / active EE | $3,749 | $6,844-45.2% | $6,293-40.4% | $6,407-41.5% |
| Admin fee / account holder | $15,637 | $10,397+50.4% | $9,717+60.9% | $12,270+27.4% |