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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 | $70,397 | $183,516-61.6% | $155,534-54.7% | $145,884-51.7% |
| Participation rate | 78.6% | 82.7%-4.1pp | 78.2%+0.4pp | 80.3%-1.7pp |
| Annual return | 14.45% | 61.43%-47.0pp | 64.92%-50.5pp | 551.85%-537.4pp |
| Employer contribution / active EE | $2,395 | $5,315-54.9% | $4,675-48.8% | $4,662-48.6% |
| Participant deferral / active EE | $4,794 | $6,467-25.9% | $5,630-14.9% | $6,690-28.3% |
| Admin fee / account holder | $10,261 | $19,293-46.8% | $15,900-35.5% | $13,392-23.4% |