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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 | $68,604 | $142,426-51.8% | $115,167-40.4% | $152,909-55.1% |
| Participation rate | 91.3% | 82.4%+8.9pp | 75.9%+15.4pp | 82.5%+8.8pp |
| Annual return | 17.04% | 41.48%-24.4pp | 35.60%-18.6pp | 345.46%-328.4pp |
| Employer contribution / active EE | $3,392 | $4,011-15.4% | $3,179+6.7% | $4,764-28.8% |
| Participant deferral / active EE | $4,344 | $5,165-15.9% | $4,169+4.2% | $5,851-25.8% |
| Admin fee / account holder | $1,990 | $8,464-76.5% | $7,089-71.9% | $11,601-82.8% |