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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 | $40,018 | $148,582-73.1% | $135,942-70.6% | $139,456-71.3% |
| Participation rate | 87.5% | 83.9%+3.6pp | 81.9%+5.6pp | 80.3%+7.2pp |
| Annual return | 14.14% | 79.26%-65.1pp | 68.28%-54.1pp | 373.45%-359.3pp |
| Employer contribution / active EE | $1,977 | $5,245-62.3% | $4,858-59.3% | $4,753-58.4% |
| Participant deferral / active EE | $4,082 | $8,101-49.6% | $7,759-47.4% | $6,711-39.2% |
| Admin fee / account holder | $4,776 | $12,402-61.5% | $10,764-55.6% | $11,407-58.1% |