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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 | $59,256 | $165,399-64.2% | $149,745-60.4% | $158,982-62.7% |
| Participation rate | 85.7% | 84.6%+1.1pp | 82.5%+3.2pp | 82.0%+3.7pp |
| Annual return | 17.53% | 348.34%-330.8pp | 276.72%-259.2pp | 302.99%-285.5pp |
| Employer contribution / active EE | $1,901 | $5,105-62.8% | $4,646-59.1% | $4,763-60.1% |
| Participant deferral / active EE | $2,512 | $7,183-65.0% | $6,843-63.3% | $5,983-58.0% |
| Admin fee / account holder | $35,378 | $10,811+227.2% | $9,312+279.9% | $11,252+214.4% |