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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 | $81,387 | $166,268-51.1% | $165,100-50.7% | $145,897-44.2% |
| Participation rate | 93.8% | 82.0%+11.7pp | 78.6%+15.1pp | 80.3%+13.4pp |
| Annual return | 13.05% | 100.52%-87.5pp | 70.21%-57.2pp | 552.29%-539.2pp |
| Employer contribution / active EE | $1,983 | $5,284-62.5% | $4,348-54.4% | $4,663-57.5% |
| Participant deferral / active EE | $10,825 | $6,964+55.4% | $6,035+79.4% | $6,689+61.8% |
| Admin fee / account holder | $2,418 | $16,659-85.5% | $12,696-81.0% | $13,390-81.9% |