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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 | $75,442 | $183,592-58.9% | $155,574-51.5% | $145,877-48.3% |
| Participation rate | 91.7% | 82.7%+9.0pp | 78.2%+13.5pp | 80.3%+11.4pp |
| Annual return | 13.33% | 61.37%-48.0pp | 64.87%-51.5pp | 551.28%-538.0pp |
| Employer contribution / active EE | $3,676 | $5,317-30.9% | $4,676-21.4% | $4,663-21.2% |
| Participant deferral / active EE | $5,680 | $6,466-12.2% | $5,629+0.9% | $6,691-15.1% |
| Admin fee / account holder | $1,983 | $19,316-89.7% | $15,914-87.5% | $13,402-85.2% |