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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 | $82,472 | $113,338-27.2% | $94,993-13.2% | $147,586-44.1% |
| Participation rate | 91.7% | 78.0%+13.7pp | 73.9%+17.8pp | 82.8%+8.8pp |
| Annual return | 16.45% | 20.80%-4.4pp | 27.14%-10.7pp | 578.59%-562.1pp |
| Employer contribution / active EE | $2,988 | $3,160-5.4% | $2,603+14.8% | $4,876-38.7% |
| Participant deferral / active EE | $6,139 | $3,777+62.5% | $3,317+85.1% | $5,439+12.9% |
| Admin fee / account holder | $3,041 | $6,063-49.8% | $4,960-38.7% | $10,886-72.1% |