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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 | $61,057 | $289,211-78.9% | $260,467-76.6% | $198,609-69.3% |
| Participation rate | 92.9% | 83.1%+9.8pp | 80.5%+12.4pp | 82.4%+10.5pp |
| Annual return | 12.08% | 112.90%-100.8pp | 100.60%-88.5pp | 202.70%-190.6pp |
| Employer contribution / active EE | $2,407 | $4,663-48.4% | $4,239-43.2% | $5,055-52.4% |
| Participant deferral / active EE | $6,257 | $6,812-8.1% | $6,319-1.0% | $6,977-10.3% |
| Admin fee / account holder | $1,329 | $16,236-91.8% | $15,461-91.4% | $19,030-93.0% |