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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 | $94,715 | $183,592-48.4% | $155,574-39.1% | $145,877-35.1% |
| Participation rate | 78.9% | 82.7%-3.8pp | 78.2%+0.7pp | 80.3%-1.4pp |
| Annual return | 10.98% | 61.37%-50.4pp | 64.87%-53.9pp | 551.28%-540.3pp |
| Employer contribution / active EE | $2,206 | $5,317-58.5% | $4,676-52.8% | $4,663-52.7% |
| Participant deferral / active EE | $3,364 | $6,466-48.0% | $5,629-40.2% | $6,691-49.7% |
| Admin fee / account holder | $20,863 | $19,316+8.0% | $15,914+31.1% | $13,402+55.7% |