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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 | $54,029 | $150,207-64.0% | $120,380-55.1% | $145,978-63.0% |
| Participation rate | 88.9% | 78.8%+10.1pp | 71.9%+17.0pp | 80.3%+8.6pp |
| Annual return | 14.74% | 154.28%-139.5pp | 107.28%-92.5pp | 550.52%-535.8pp |
| Employer contribution / active EE | $3,136 | $4,351-27.9% | $3,465-9.5% | $4,662-32.7% |
| Participant deferral / active EE | $3,236 | $6,175-47.6% | $4,992-35.2% | $6,690-51.6% |
| Admin fee / account holder | $9,332 | $12,203-23.5% | $9,421-0.9% | $13,400-30.4% |