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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 | $73,496 | $157,304-53.3% | $141,197-47.9% | $152,909-51.9% |
| Participation rate | 86.7% | 84.8%+1.8pp | 82.5%+4.2pp | 82.5%+4.2pp |
| Annual return | 18.58% | 64.34%-45.8pp | 71.41%-52.8pp | 345.46%-326.9pp |
| Employer contribution / active EE | $4,487 | $5,263-14.7% | $4,736-5.3% | $4,764-5.8% |
| Participant deferral / active EE | $4,521 | $7,111-36.4% | $6,710-32.6% | $5,851-22.7% |
| Admin fee / account holder | $7,629 | $12,126-37.1% | $10,265-25.7% | $11,601-34.2% |