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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 | $63,480 | $183,516-65.4% | $155,534-59.2% | $145,884-56.5% |
| Participation rate | 88.9% | 82.7%+6.2pp | 78.2%+10.7pp | 80.3%+8.6pp |
| Annual return | 15.41% | 61.43%-46.0pp | 64.92%-49.5pp | 551.85%-536.4pp |
| Employer contribution / active EE | $2,192 | $5,315-58.8% | $4,675-53.1% | $4,662-53.0% |
| Participant deferral / active EE | $5,223 | $6,467-19.2% | $5,630-7.2% | $6,690-21.9% |
| Admin fee / account holder | $3,928 | $19,293-79.6% | $15,900-75.3% | $13,392-70.7% |