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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 | $76,057 | $157,304-51.6% | $141,197-46.1% | $152,909-50.3% |
| Participation rate | 92.3% | 84.8%+7.5pp | 82.5%+9.8pp | 82.5%+9.9pp |
| Annual return | 35.18% | 64.34%-29.2pp | 71.41%-36.2pp | 345.46%-310.3pp |
| Employer contribution / active EE | $1,973 | $5,263-62.5% | $4,736-58.3% | $4,764-58.6% |
| Participant deferral / active EE | $5,303 | $7,111-25.4% | $6,710-21.0% | $5,851-9.4% |
| Admin fee / account holder | $583 | $12,126-95.2% | $10,265-94.3% | $11,601-95.0% |