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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 | $53,465 | $167,362-68.1% | $143,799-62.8% | $134,532-60.3% |
| Participation rate | 78.3% | 84.8%-6.6pp | 80.3%-2.1pp | 81.2%-3.0pp |
| Annual return | 21.76% | 0.47%+21.3pp | -0.04%+21.8pp | 418.27%-396.5pp |
| Employer contribution / active EE | $2,919 | $5,620-48.1% | $4,952-41.1% | $4,741-38.4% |
| Participant deferral / active EE | $4,803 | $6,447-25.5% | $5,638-14.8% | $6,401-25.0% |
| Admin fee / account holder | $18,138 | $18,094+0.2% | $14,677+23.6% | $11,429+58.7% |