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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 | $51,732 | $152,592-66.1% | $125,180-58.7% | $152,885-66.2% |
| Participation rate | 90.0% | 83.3%+6.7pp | 79.8%+10.2pp | 82.5%+7.5pp |
| Annual return | 14.53% | 54.84%-40.3pp | 43.79%-29.3pp | 345.39%-330.9pp |
| Employer contribution / active EE | $2,921 | $4,947-40.9% | $3,866-24.4% | $4,763-38.7% |
| Participant deferral / active EE | $5,696 | $5,868-2.9% | $4,937+15.4% | $5,851-2.6% |
| Admin fee / account holder | $9,029 | $13,435-32.8% | $9,703-6.9% | $11,598-22.1% |