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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 | $63,266 | $183,592-65.5% | $155,574-59.3% | $145,877-56.6% |
| Participation rate | 87.0% | 82.7%+4.3pp | 78.2%+8.7pp | 80.3%+6.7pp |
| Annual return | 16.68% | 61.37%-44.7pp | 64.87%-48.2pp | 551.28%-534.6pp |
| Employer contribution / active EE | $1,467 | $5,317-72.4% | $4,676-68.6% | $4,663-68.5% |
| Participant deferral / active EE | $4,538 | $6,466-29.8% | $5,629-19.4% | $6,691-32.2% |
| Admin fee / account holder | $27,898 | $19,316+44.4% | $15,914+75.3% | $13,402+108.2% |