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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 | $67,374 | $157,304-57.2% | $141,197-52.3% | $152,909-55.9% |
| Participation rate | 85.7% | 84.8%+0.9pp | 82.5%+3.2pp | 82.5%+3.3pp |
| Annual return | 24.86% | 64.34%-39.5pp | 71.41%-46.5pp | 345.46%-320.6pp |
| Employer contribution / active EE | $3,144 | $5,263-40.3% | $4,736-33.6% | $4,764-34.0% |
| Participant deferral / active EE | $5,664 | $7,111-20.3% | $6,710-15.6% | $5,851-3.2% |
| Admin fee / account holder | $570 | $12,126-95.3% | $10,265-94.4% | $11,601-95.1% |