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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 | $83,285 | $176,120-52.7% | $159,487-47.8% | $167,553-50.3% |
| Participation rate | 89.5% | 85.0%+4.5pp | 82.8%+6.6pp | 82.1%+7.4pp |
| Annual return | 17.06% | 331.95%-314.9pp | 263.71%-246.6pp | 478.89%-461.8pp |
| Employer contribution / active EE | $1,915 | $5,299-63.9% | $4,831-60.4% | $4,840-60.4% |
| Participant deferral / active EE | $4,864 | $7,752-37.3% | $7,354-33.9% | $6,343-23.3% |
| Admin fee / account holder | $7,395 | $12,561-41.1% | $10,804-31.5% | $12,316-40.0% |