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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 | $66,160 | $112,131-41.0% | $95,964-31.1% | $158,982-58.4% |
| Participation rate | 93.8% | 79.0%+14.8pp | 77.1%+16.7pp | 82.0%+11.8pp |
| Annual return | 12.15% | 171.19%-159.0pp | 91.64%-79.5pp | 302.99%-290.8pp |
| Employer contribution / active EE | $5,083 | $3,199+58.9% | $2,541+100.0% | $4,763+6.7% |
| Participant deferral / active EE | $1,833 | $4,784-61.7% | $4,167-56.0% | $5,983-69.4% |
| Admin fee / account holder | $3,782 | $10,136-62.7% | $6,797-44.4% | $11,252-66.4% |