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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 | $77,985 | $115,814-32.7% | $101,275-23.0% | $158,982-50.9% |
| Participation rate | 95.8% | 79.4%+16.5pp | 75.8%+20.0pp | 82.0%+13.9pp |
| Annual return | 24.63% | 56.16%-31.5pp | 46.48%-21.9pp | 302.99%-278.4pp |
| Employer contribution / active EE | $1,710 | $4,176-59.0% | $3,660-53.3% | $4,763-64.1% |
| Participant deferral / active EE | $3,717 | $4,958-25.0% | $4,371-14.9% | $5,983-37.9% |
| Admin fee / account holder | $1,562 | $7,249-78.5% | $5,948-73.7% | $11,252-86.1% |