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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 | $78,381 | $176,120-55.5% | $159,487-50.9% | $167,553-53.2% |
| Participation rate | 85.7% | 85.0%+0.8pp | 82.8%+2.9pp | 82.1%+3.6pp |
| Annual return | 16.14% | 331.95%-315.8pp | 263.71%-247.6pp | 478.89%-462.8pp |
| Employer contribution / active EE | $2,274 | $5,299-57.1% | $4,831-52.9% | $4,840-53.0% |
| Participant deferral / active EE | $4,620 | $7,752-40.4% | $7,354-37.2% | $6,343-27.2% |
| Admin fee / account holder | $475 | $12,561-96.2% | $10,804-95.6% | $12,316-96.1% |