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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 | $57,177 | $142,430-59.9% | $115,170-50.4% | $152,897-62.6% |
| Participation rate | 90.9% | 82.4%+8.5pp | 75.9%+15.0pp | 82.5%+8.5pp |
| Annual return | 20.13% | 41.48%-21.4pp | 35.60%-15.5pp | 345.43%-325.3pp |
| Employer contribution / active EE | $2,030 | $4,011-49.4% | $3,179-36.2% | $4,764-57.4% |
| Participant deferral / active EE | $2,562 | $5,165-50.4% | $4,169-38.6% | $5,851-56.2% |
| Admin fee / account holder | $7,927 | $8,464-6.3% | $7,089+11.8% | $11,599-31.7% |