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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 | $65,110 | $111,535-41.6% | $105,223-38.1% | $137,256-52.6% |
| Participation rate | 93.8% | 78.1%+15.7pp | 75.0%+18.7pp | 80.0%+13.8pp |
| Annual return | 13.38% | 237.85%-224.5pp | 180.65%-167.3pp | 220.34%-207.0pp |
| Employer contribution / active EE | $2,199 | $3,939-44.2% | $3,689-40.4% | $4,156-47.1% |
| Participant deferral / active EE | $5,130 | $5,500-6.7% | $5,072+1.1% | $6,407-19.9% |
| Admin fee / account holder | $20,192 | $9,721+107.7% | $8,859+127.9% | $12,270+64.6% |