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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 | $71,255 | $176,794-59.7% | $146,647-51.4% | $167,553-57.5% |
| Participation rate | 90.9% | 83.6%+7.3pp | 80.1%+10.8pp | 82.1%+8.8pp |
| Annual return | 13.44% | 24.04%-10.6pp | 22.75%-9.3pp | 478.89%-465.5pp |
| Employer contribution / active EE | $3,438 | $5,161-33.4% | $4,137-16.9% | $4,840-29.0% |
| Participant deferral / active EE | $7,986 | $6,440+24.0% | $5,506+45.0% | $6,343+25.9% |
| Admin fee / account holder | $1,998 | $13,262-84.9% | $10,281-80.6% | $12,316-83.8% |