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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 | $68,143 | $217,432-68.7% | $185,851-63.3% | $167,553-59.3% |
| Participation rate | 88.2% | 86.1%+2.2pp | 81.7%+6.5pp | 82.1%+6.1pp |
| Annual return | 12.73% | 148.43%-135.7pp | 122.11%-109.4pp | 478.89%-466.2pp |
| Employer contribution / active EE | $2,018 | $5,874-65.6% | $5,168-61.0% | $4,840-58.3% |
| Participant deferral / active EE | $2,883 | $6,357-54.6% | $5,569-48.2% | $6,343-54.5% |
| Admin fee / account holder | $15,727 | $19,820-20.6% | $16,245-3.2% | $12,316+27.7% |