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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 | $65,794 | $211,288-68.9% | $178,540-63.1% | $145,884-54.9% |
| Participation rate | 84.2% | 80.8%+3.4pp | 77.1%+7.1pp | 80.3%+3.9pp |
| Annual return | 11.26% | 30.27%-19.0pp | 27.15%-15.9pp | 551.85%-540.6pp |
| Employer contribution / active EE | $2,249 | $4,574-50.8% | $3,953-43.1% | $4,662-51.8% |
| Participant deferral / active EE | $4,455 | $6,967-36.1% | $6,281-29.1% | $6,690-33.4% |
| Admin fee / account holder | $4,855 | $12,105-59.9% | $10,424-53.4% | $13,392-63.7% |