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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 | $57,261 | $175,259-67.3% | $149,723-61.8% | $139,487-58.9% |
| Participation rate | 87.5% | 83.4%+4.1pp | 78.8%+8.7pp | 80.3%+7.2pp |
| Annual return | 15.06% | 166.82%-151.8pp | 134.50%-119.4pp | 373.84%-358.8pp |
| Employer contribution / active EE | $3,221 | $5,478-41.2% | $4,821-33.2% | $4,755-32.3% |
| Participant deferral / active EE | $4,058 | $6,522-37.8% | $5,682-28.6% | $6,713-39.6% |
| Admin fee / account holder | $3,027 | $16,158-81.3% | $13,215-77.1% | $11,407-73.5% |