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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 | $67,490 | $148,582-54.6% | $135,942-50.4% | $139,456-51.6% |
| Participation rate | 84.6% | 83.9%+0.8pp | 81.9%+2.7pp | 80.3%+4.3pp |
| Annual return | 19.28% | 79.26%-60.0pp | 68.28%-49.0pp | 373.45%-354.2pp |
| Employer contribution / active EE | $1,955 | $5,245-62.7% | $4,858-59.8% | $4,753-58.9% |
| Participant deferral / active EE | $3,447 | $8,101-57.5% | $7,759-55.6% | $6,711-48.6% |
| Admin fee / account holder | $2,390 | $12,402-80.7% | $10,764-77.8% | $11,407-79.0% |