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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 | $65,044 | $183,539-64.6% | $155,556-58.2% | $145,897-55.4% |
| Participation rate | 90.0% | 82.7%+7.3pp | 78.2%+11.8pp | 80.3%+9.7pp |
| Annual return | 11.78% | 61.31%-49.5pp | 64.84%-53.1pp | 552.29%-540.5pp |
| Employer contribution / active EE | $3,534 | $5,315-33.5% | $4,675-24.4% | $4,663-24.2% |
| Participant deferral / active EE | $5,453 | $6,467-15.7% | $5,631-3.2% | $6,689-18.5% |
| Admin fee / account holder | $3,081 | $19,275-84.0% | $15,885-80.6% | $13,390-77.0% |