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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 | $58,881 | $157,304-62.6% | $141,197-58.3% | $152,909-61.5% |
| Participation rate | 90.9% | 84.8%+6.1pp | 82.5%+8.4pp | 82.5%+8.5pp |
| Annual return | 16.93% | 64.34%-47.4pp | 71.41%-54.5pp | 345.46%-328.5pp |
| Employer contribution / active EE | $1,618 | $5,263-69.2% | $4,736-65.8% | $4,764-66.0% |
| Participant deferral / active EE | $5,035 | $7,111-29.2% | $6,710-25.0% | $5,851-14.0% |
| Admin fee / account holder | $614 | $12,126-94.9% | $10,265-94.0% | $11,601-94.7% |