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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 | $57,911 | $157,829-63.3% | $136,867-57.7% | $198,609-70.8% |
| Participation rate | 84.2% | 77.2%+7.0pp | 74.5%+9.7pp | 82.4%+1.8pp |
| Annual return | 13.39% | 51.25%-37.9pp | 42.97%-29.6pp | 202.70%-189.3pp |
| Employer contribution / active EE | $1,327 | $3,923-66.2% | $3,547-62.6% | $5,055-73.7% |
| Participant deferral / active EE | $2,830 | $5,463-48.2% | $4,924-42.5% | $6,977-59.4% |
| Admin fee / account holder | $7,065 | $11,107-36.4% | $10,340-31.7% | $19,030-62.9% |