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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 | $75,818 | $114,013-33.5% | $103,693-26.9% | $155,188-51.1% |
| Participation rate | 92.9% | 75.2%+17.7pp | 72.6%+20.2pp | 80.8%+12.1pp |
| Annual return | 15.03% | 49.31%-34.3pp | 47.61%-32.6pp | 148.84%-133.8pp |
| Employer contribution / active EE | $2,857 | $3,131-8.8% | $2,920-2.2% | $4,248-32.7% |
| Participant deferral / active EE | $0 | $4,970-100.0% | $4,579-100.0% | $6,531-100.0% |
| Admin fee / account holder | $1,734 | $8,407-79.4% | $7,858-77.9% | $14,480-88.0% |