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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 | $78,626 | $103,008-23.7% | $90,304-12.9% | $152,897-48.6% |
| Participation rate | 93.3% | 75.9%+17.5pp | 73.3%+20.1pp | 82.5%+10.9pp |
| Annual return | 23.87% | 95.22%-71.4pp | 78.13%-54.3pp | 345.43%-321.6pp |
| Employer contribution / active EE | $973 | $3,139-69.0% | $2,855-65.9% | $4,764-79.6% |
| Participant deferral / active EE | $2,245 | $4,281-47.6% | $3,885-42.2% | $5,851-61.6% |
| Admin fee / account holder | $1,821 | $6,175-70.5% | $5,354-66.0% | $11,599-84.3% |