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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 | $183,516-68.8% | $155,534-63.1% | $145,884-60.7% |
| Participation rate | 88.2% | 82.7%+5.5pp | 78.2%+10.0pp | 80.3%+7.9pp |
| Annual return | 9.86% | 61.43%-51.6pp | 64.92%-55.1pp | 551.85%-542.0pp |
| Employer contribution / active EE | $3,001 | $5,315-43.5% | $4,675-35.8% | $4,662-35.6% |
| Participant deferral / active EE | $5,630 | $6,467-12.9% | $5,6300% | $6,690-15.8% |
| Admin fee / account holder | $15,108 | $19,293-21.7% | $15,900-5.0% | $13,392+12.8% |