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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 | $53,915 | $148,623-63.7% | $135,974-60.3% | $139,466-61.3% |
| Participation rate | 90.5% | 83.9%+6.6pp | 81.9%+8.6pp | 80.3%+10.1pp |
| Annual return | 16.04% | 79.30%-63.3pp | 68.30%-52.3pp | 373.66%-357.6pp |
| Employer contribution / active EE | $6,168 | $5,246+17.6% | $4,859+26.9% | $4,754+29.7% |
| Participant deferral / active EE | $3,881 | $8,103-52.1% | $7,760-50.0% | $6,712-42.2% |
| Admin fee / account holder | $1,142 | $12,406-90.8% | $10,767-89.4% | $11,409-90.0% |