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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 | $71,174 | $157,296-54.8% | $141,191-49.6% | $152,897-53.4% |
| Participation rate | 91.3% | 84.8%+6.5pp | 82.5%+8.8pp | 82.5%+8.9pp |
| Annual return | 21.64% | 64.34%-42.7pp | 71.41%-49.8pp | 345.43%-323.8pp |
| Employer contribution / active EE | $2,349 | $5,262-55.4% | $4,736-50.4% | $4,764-50.7% |
| Participant deferral / active EE | $6,957 | $7,111-2.2% | $6,710+3.7% | $5,851+18.9% |
| Admin fee / account holder | $22,375 | $12,125+84.5% | $10,264+118.0% | $11,599+92.9% |