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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 | $53,301 | $227,633-76.6% | $189,597-71.9% | $167,553-68.2% |
| Participation rate | 88.9% | 82.5%+6.4pp | 78.4%+10.4pp | 82.1%+6.8pp |
| Annual return | 8.02% | 78.45%-70.4pp | 64.20%-56.2pp | 478.89%-470.9pp |
| Employer contribution / active EE | $1,860 | $5,317-65.0% | $4,412-57.9% | $4,840-61.6% |
| Participant deferral / active EE | $3,174 | $7,003-54.7% | $6,174-48.6% | $6,343-50.0% |
| Admin fee / account holder | $2,965 | $11,879-75.0% | $9,807-69.8% | $12,316-75.9% |