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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 | $84,258 | $185,883-54.7% | $170,043-50.4% | $139,466-39.6% |
| Participation rate | 95.2% | 87.8%+7.5pp | 87.0%+8.2pp | 80.3%+14.9pp |
| Annual return | 17.03% | 60.54%-43.5pp | 53.40%-36.4pp | 373.66%-356.6pp |
| Employer contribution / active EE | $4,668 | $7,596-38.6% | $6,790-31.3% | $4,754-1.8% |
| Participant deferral / active EE | $4,181 | $11,626-64.0% | $10,410-59.8% | $6,712-37.7% |
| Admin fee / account holder | $1,003 | $15,393-93.5% | $12,824-92.2% | $11,409-91.2% |