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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 | $67,206 | $162,529-58.7% | $130,788-48.6% | $154,746-56.6% |
| Participation rate | 86.7% | 75.9%+10.8pp | 70.1%+16.6pp | 80.7%+6.0pp |
| Annual return | 25.44% | 510.48%-485.0pp | 386.44%-361.0pp | 172.34%-146.9pp |
| Employer contribution / active EE | $2,717 | $4,447-38.9% | $3,558-23.6% | $4,379-38.0% |
| Participant deferral / active EE | $2,862 | $4,808-40.5% | $4,137-30.8% | $6,730-57.5% |
| Admin fee / account holder | $1,284 | $7,669-83.3% | $6,673-80.8% | $14,365-91.1% |