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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 | $70,361 | $150,207-53.2% | $120,380-41.6% | $145,978-51.8% |
| Participation rate | 87.5% | 78.8%+8.7pp | 71.9%+15.6pp | 80.3%+7.2pp |
| Annual return | 19.32% | 154.28%-135.0pp | 107.28%-88.0pp | 550.52%-531.2pp |
| Employer contribution / active EE | $3,841 | $4,351-11.7% | $3,465+10.9% | $4,662-17.6% |
| Participant deferral / active EE | $12,087 | $6,175+95.7% | $4,992+142.1% | $6,690+80.7% |
| Admin fee / account holder | $2,627 | $12,203-78.5% | $9,421-72.1% | $13,400-80.4% |