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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 | $86,932 | $166,268-47.7% | $165,100-47.3% | $145,897-40.4% |
| Participation rate | 95.8% | 82.0%+13.8pp | 78.6%+17.2pp | 80.3%+15.5pp |
| Annual return | 16.37% | 100.52%-84.2pp | 70.21%-53.8pp | 552.29%-535.9pp |
| Employer contribution / active EE | $3,259 | $5,284-38.3% | $4,348-25.1% | $4,663-30.1% |
| Participant deferral / active EE | $4,867 | $6,964-30.1% | $6,035-19.4% | $6,689-27.2% |
| Admin fee / account holder | $3,436 | $16,659-79.4% | $12,696-72.9% | $13,390-74.3% |