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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 | $51,320 | $157,304-67.4% | $141,197-63.7% | $152,909-66.4% |
| Participation rate | 94.1% | 84.8%+9.3pp | 82.5%+11.6pp | 82.5%+11.7pp |
| Annual return | 20.53% | 64.34%-43.8pp | 71.41%-50.9pp | 345.46%-324.9pp |
| Employer contribution / active EE | $1,178 | $5,263-77.6% | $4,736-75.1% | $4,764-75.3% |
| Participant deferral / active EE | $2,880 | $7,111-59.5% | $6,710-57.1% | $5,851-50.8% |
| Admin fee / account holder | $4,392 | $12,126-63.8% | $10,265-57.2% | $11,601-62.1% |