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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 | $67,498 | $166,242-59.4% | $165,071-59.1% | $145,884-53.7% |
| Participation rate | 85.0% | 82.0%+3.0pp | 78.6%+6.4pp | 80.3%+4.7pp |
| Annual return | 12.56% | 100.44%-87.9pp | 70.17%-57.6pp | 551.85%-539.3pp |
| Employer contribution / active EE | $1,278 | $5,283-75.8% | $4,347-70.6% | $4,662-72.6% |
| Participant deferral / active EE | $2,504 | $6,964-64.0% | $6,035-58.5% | $6,690-62.6% |
| Admin fee / account holder | $5,424 | $16,658-67.4% | $12,695-57.3% | $13,392-59.5% |