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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 | $75,779 | $148,629-49.0% | $135,982-44.3% | $139,487-45.7% |
| Participation rate | 94.1% | 83.9%+10.3pp | 81.9%+12.2pp | 80.3%+13.8pp |
| Annual return | 17.07% | 79.33%-62.3pp | 68.32%-51.3pp | 373.84%-356.8pp |
| Employer contribution / active EE | $2,886 | $5,247-45.0% | $4,859-40.6% | $4,755-39.3% |
| Participant deferral / active EE | $5,123 | $8,102-36.8% | $7,760-34.0% | $6,713-23.7% |
| Admin fee / account holder | $1,114 | $12,406-91.0% | $10,767-89.7% | $11,407-90.2% |