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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 | $68,281 | $109,372-37.6% | $89,414-23.6% | $158,966-57.0% |
| Participation rate | 86.7% | 74.3%+12.4pp | 68.0%+18.7pp | 82.0%+4.7pp |
| Annual return | 17.70% | 345.55%-327.9pp | 245.50%-227.8pp | 302.95%-285.2pp |
| Employer contribution / active EE | $1,851 | $3,171-41.6% | $2,586-28.4% | $4,762-61.1% |
| Participant deferral / active EE | $6,336 | $4,598+37.8% | $3,890+62.9% | $5,983+5.9% |
| Admin fee / account holder | $812 | $6,156-86.8% | $4,883-83.4% | $11,250-92.8% |