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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 | $60,297 | $168,635-64.2% | $147,617-59.2% | $125,389-51.9% |
| Participation rate | 94.1% | 88.8%+5.3pp | 84.6%+9.5pp | 83.2%+10.9pp |
| Annual return | 0.27% | 77.65%-77.4pp | 61.98%-61.7pp | 282.24%-282.0pp |
| Employer contribution / active EE | $2,513 | $6,252-59.8% | $5,564-54.8% | $4,866-48.3% |
| Participant deferral / active EE | $5,128 | $5,507-6.9% | $4,895+4.8% | $5,352-4.2% |
| Admin fee / account holder | $2,774 | $13,580-79.6% | $11,612-76.1% | $9,541-70.9% |