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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 | $61,690 | $232,540-73.5% | $185,117-66.7% | $147,586-58.2% |
| Participation rate | 90.5% | 82.4%+8.1pp | 77.3%+13.2pp | 82.8%+7.6pp |
| Annual return | 14.00% | 43.03%-29.0pp | 40.50%-26.5pp | 578.59%-564.6pp |
| Employer contribution / active EE | $5,714 | $5,195+10.0% | $4,182+36.7% | $4,876+17.2% |
| Participant deferral / active EE | $2,947 | $5,834-49.5% | $5,045-41.6% | $5,439-45.8% |
| Admin fee / account holder | $3,369 | $10,275-67.2% | $8,159-58.7% | $10,886-69.1% |