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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 | $58,757 | $166,131-64.6% | $164,975-64.4% | $145,877-59.7% |
| Participation rate | 82.4% | 82.0%+0.3pp | 78.6%+3.7pp | 80.3%+2.1pp |
| Annual return | 11.88% | 100.37%-88.5pp | 70.12%-58.2pp | 551.28%-539.4pp |
| Employer contribution / active EE | $2,966 | $5,276-43.8% | $4,343-31.7% | $4,663-36.4% |
| Participant deferral / active EE | $8,228 | $6,962+18.2% | $6,033+36.4% | $6,691+23.0% |
| Admin fee / account holder | $1,844 | $16,648-88.9% | $12,688-85.5% | $13,402-86.2% |