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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 | $68,699 | $125,778-45.4% | $114,563-40.0% | $154,746-55.6% |
| Participation rate | 72.7% | 75.2%-2.5pp | 72.9%-0.2pp | 80.7%-8.0pp |
| Annual return | 17.85% | 295.14%-277.3pp | 241.09%-223.2pp | 172.34%-154.5pp |
| Employer contribution / active EE | $2,896 | $2,806+3.2% | $2,592+11.7% | $4,379-33.9% |
| Participant deferral / active EE | $5,370 | $4,445+20.8% | $4,142+29.6% | $6,730-20.2% |
| Admin fee / account holder | $1,980 | $8,190-75.8% | $7,623-74.0% | $14,365-86.2% |