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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 | $43,061 | $183,539-76.5% | $155,556-72.3% | $145,897-70.5% |
| Participation rate | 90.0% | 82.7%+7.3pp | 78.2%+11.8pp | 80.3%+9.7pp |
| Annual return | 11.14% | 61.31%-50.2pp | 64.84%-53.7pp | 552.29%-541.2pp |
| Employer contribution / active EE | $3,118 | $5,315-41.3% | $4,675-33.3% | $4,663-33.1% |
| Participant deferral / active EE | $4,093 | $6,467-36.7% | $5,631-27.3% | $6,689-38.8% |
| Admin fee / account holder | $10,268 | $19,275-46.7% | $15,885-35.4% | $13,390-23.3% |