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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 | $51,218 | $157,304-67.4% | $141,197-63.7% | $152,909-66.5% |
| Participation rate | 92.9% | 84.8%+8.0pp | 82.5%+10.4pp | 82.5%+10.4pp |
| Annual return | 16.09% | 64.34%-48.2pp | 71.41%-55.3pp | 345.46%-329.4pp |
| Employer contribution / active EE | $2,710 | $5,263-48.5% | $4,736-42.8% | $4,764-43.1% |
| Participant deferral / active EE | $4,592 | $7,111-35.4% | $6,710-31.6% | $5,851-21.5% |
| Admin fee / account holder | $26,010 | $12,126+114.5% | $10,265+153.4% | $11,601+124.2% |