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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 | $61,586 | $183,539-66.4% | $155,556-60.4% | $145,897-57.8% |
| Participation rate | 94.7% | 82.7%+12.0pp | 78.2%+16.5pp | 80.3%+14.4pp |
| Annual return | 10.91% | 61.31%-50.4pp | 64.84%-53.9pp | 552.29%-541.4pp |
| Employer contribution / active EE | $1,575 | $5,315-70.4% | $4,675-66.3% | $4,663-66.2% |
| Participant deferral / active EE | $4,789 | $6,467-25.9% | $5,631-14.9% | $6,689-28.4% |
| Admin fee / account holder | $4,393 | $19,275-77.2% | $15,885-72.3% | $13,390-67.2% |