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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 | $166,131-47.7% | $164,975-47.3% | $145,877-40.4% |
| Participation rate | 95.8% | 82.0%+13.8pp | 78.6%+17.2pp | 80.3%+15.5pp |
| Annual return | 16.37% | 100.37%-84.0pp | 70.12%-53.8pp | 551.28%-534.9pp |
| Employer contribution / active EE | $3,259 | $5,276-38.2% | $4,343-25.0% | $4,663-30.1% |
| Participant deferral / active EE | $4,867 | $6,962-30.1% | $6,033-19.3% | $6,691-27.3% |
| Admin fee / account holder | $3,436 | $16,648-79.4% | $12,688-72.9% | $13,402-74.4% |