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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 | $50,970 | $176,402-71.1% | $134,162-62.0% | $158,982-67.9% |
| Participation rate | 95.8% | 78.7%+17.1pp | 72.2%+23.6pp | 82.0%+13.9pp |
| Annual return | 16.39% | 63.66%-47.3pp | 36.35%-20.0pp | 302.99%-286.6pp |
| Employer contribution / active EE | $5,623 | $5,042+11.5% | $3,705+51.8% | $4,763+18.1% |
| Participant deferral / active EE | $2,671 | $4,093-34.7% | $3,500-23.7% | $5,983-55.4% |
| Admin fee / account holder | $3,331 | $8,719-61.8% | $6,685-50.2% | $11,252-70.4% |