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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 | $68,972 | $105,158-34.4% | $94,672-27.1% | $139,487-50.6% |
| Participation rate | 87.5% | 82.4%+5.1pp | 80.8%+6.7pp | 80.3%+7.2pp |
| Annual return | 21.74% | 38.11%-16.4pp | 156.89%-135.2pp | 373.84%-352.1pp |
| Employer contribution / active EE | $3,950 | $4,107-3.8% | $3,673+7.6% | $4,755-16.9% |
| Participant deferral / active EE | $5,978 | $7,599-21.3% | $7,417-19.4% | $6,713-10.9% |
| Admin fee / account holder | $1,126 | $8,972-87.4% | $7,222-84.4% | $11,407-90.1% |