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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 | $58,519 | $196,972-70.3% | $182,262-67.9% | $198,609-70.5% |
| Participation rate | 85.0% | 85.7%-0.7pp | 84.2%+0.8pp | 82.4%+2.6pp |
| Annual return | 15.44% | 158.27%-142.8pp | 140.60%-125.2pp | 202.70%-187.3pp |
| Employer contribution / active EE | $2,697 | $5,364-49.7% | $5,046-46.6% | $5,055-46.7% |
| Participant deferral / active EE | $3,884 | $8,643-55.1% | $8,276-53.1% | $6,977-44.3% |
| Admin fee / account holder | $4,128 | $18,429-77.6% | $16,712-75.3% | $19,030-78.3% |