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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 | $67,062 | $107,363-37.5% | $92,909-27.8% | $152,897-56.1% |
| Participation rate | 85.7% | 79.8%+5.9pp | 76.0%+9.7pp | 82.5%+3.3pp |
| Annual return | 23.48% | 145.63%-122.1pp | 109.44%-86.0pp | 345.43%-321.9pp |
| Employer contribution / active EE | $2,440 | $4,222-42.2% | $3,653-33.2% | $4,764-48.8% |
| Participant deferral / active EE | $3,574 | $4,848-26.3% | $4,238-15.7% | $5,851-38.9% |
| Admin fee / account holder | $1,989 | $7,082-71.9% | $5,795-65.7% | $11,599-82.8% |