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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 | $88,358 | $183,516-51.9% | $155,534-43.2% | $145,884-39.4% |
| Participation rate | 88.2% | 82.7%+5.5pp | 78.2%+10.0pp | 80.3%+7.9pp |
| Annual return | 12.30% | 61.43%-49.1pp | 64.92%-52.6pp | 551.85%-539.5pp |
| Employer contribution / active EE | $1,951 | $5,315-63.3% | $4,675-58.3% | $4,662-58.2% |
| Participant deferral / active EE | $3,568 | $6,467-44.8% | $5,630-36.6% | $6,690-46.7% |
| Admin fee / account holder | $2,852 | $19,293-85.2% | $15,900-82.1% | $13,392-78.7% |