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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 | $81,313 | $157,304-48.3% | $141,197-42.4% | $152,909-46.8% |
| Participation rate | 93.8% | 84.8%+8.9pp | 82.5%+11.3pp | 82.5%+11.3pp |
| Annual return | 27.70% | 64.34%-36.6pp | 71.41%-43.7pp | 345.46%-317.8pp |
| Employer contribution / active EE | $2,886 | $5,263-45.2% | $4,736-39.1% | $4,764-39.4% |
| Participant deferral / active EE | $3,419 | $7,111-51.9% | $6,710-49.1% | $5,851-41.6% |
| Admin fee / account holder | $2,640 | $12,126-78.2% | $10,265-74.3% | $11,601-77.2% |