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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 | $57,727 | $111,535-48.2% | $105,223-45.1% | $137,256-57.9% |
| Participation rate | 80.0% | 78.1%+1.9pp | 75.0%+5.0pp | 80.0%0pp |
| Annual return | 13.59% | 237.85%-224.3pp | 180.65%-167.1pp | 220.34%-206.8pp |
| Employer contribution / active EE | $2,405 | $3,939-38.9% | $3,689-34.8% | $4,156-42.1% |
| Participant deferral / active EE | $2,999 | $5,500-45.5% | $5,072-40.9% | $6,407-53.2% |
| Admin fee / account holder | $1,524 | $9,721-84.3% | $8,859-82.8% | $12,270-87.6% |