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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 | $57,793 | $217,427-73.4% | $185,837-68.9% | $167,518-65.5% |
| Participation rate | 92.9% | 86.0%+6.8pp | 81.7%+11.2pp | 82.1%+10.7pp |
| Annual return | 14.07% | 148.39%-134.3pp | 122.08%-108.0pp | 478.71%-464.6pp |
| Employer contribution / active EE | $2,289 | $5,874-61.0% | $5,168-55.7% | $4,838-52.7% |
| Participant deferral / active EE | $3,955 | $6,357-37.8% | $5,568-29.0% | $6,342-37.6% |
| Admin fee / account holder | $10,746 | $19,816-45.8% | $16,241-33.8% | $12,312-12.7% |