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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 | $166,089-51.0% | $164,928-50.7% | $145,978-44.2% |
| Participation rate | 93.8% | 82.0%+11.7pp | 78.6%+15.1pp | 80.3%+13.5pp |
| Annual return | 13.05% | 100.26%-87.2pp | 70.08%-57.0pp | 550.52%-537.5pp |
| Employer contribution / active EE | $1,983 | $5,276-62.4% | $4,343-54.3% | $4,662-57.5% |
| Participant deferral / active EE | $10,825 | $6,961+55.5% | $6,034+79.4% | $6,690+61.8% |
| Admin fee / account holder | $2,418 | $16,641-85.5% | $12,684-80.9% | $13,400-82.0% |