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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 | $57,321 | $183,592-68.8% | $155,574-63.2% | $145,877-60.7% |
| Participation rate | 88.2% | 82.7%+5.5pp | 78.2%+10.0pp | 80.3%+7.9pp |
| Annual return | 9.86% | 61.37%-51.5pp | 64.87%-55.0pp | 551.28%-541.4pp |
| Employer contribution / active EE | $3,001 | $5,317-43.5% | $4,676-35.8% | $4,663-35.6% |
| Participant deferral / active EE | $5,630 | $6,466-12.9% | $5,6290% | $6,691-15.9% |
| Admin fee / account holder | $15,108 | $19,316-21.8% | $15,914-5.1% | $13,402+12.7% |