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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 | $84,544 | $165,361-48.9% | $149,715-43.5% | $158,950-46.8% |
| Participation rate | 94.1% | 84.6%+9.5pp | 82.5%+11.6pp | 82.0%+12.2pp |
| Annual return | 16.56% | 348.24%-331.7pp | 276.66%-260.1pp | 302.91%-286.4pp |
| Employer contribution / active EE | $3,222 | $5,103-36.9% | $4,645-30.6% | $4,762-32.3% |
| Participant deferral / active EE | $5,962 | $7,182-17.0% | $6,842-12.9% | $5,983-0.3% |
| Admin fee / account holder | $1,572 | $10,808-85.5% | $9,310-83.1% | $11,248-86.0% |