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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 | $70,652 | $115,796-39.0% | $101,264-30.2% | $158,950-55.6% |
| Participation rate | 88.9% | 79.4%+9.5pp | 75.8%+13.1pp | 82.0%+6.9pp |
| Annual return | 16.63% | 56.15%-39.5pp | 46.48%-29.9pp | 302.91%-286.3pp |
| Employer contribution / active EE | $1,062 | $4,175-74.6% | $3,660-71.0% | $4,762-77.7% |
| Participant deferral / active EE | $5,081 | $4,958+2.5% | $4,370+16.3% | $5,983-15.1% |
| Admin fee / account holder | $1,667 | $7,247-77.0% | $5,947-72.0% | $11,248-85.2% |