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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 | $62,061 | $162,821-61.9% | $133,978-53.7% | $158,982-61.0% |
| Participation rate | 90.9% | 83.2%+7.7pp | 79.8%+11.1pp | 82.0%+8.9pp |
| Annual return | 12.51% | 41.95%-29.4pp | 45.10%-32.6pp | 302.99%-290.5pp |
| Employer contribution / active EE | $3,807 | $4,976-23.5% | $3,919-2.9% | $4,763-20.1% |
| Participant deferral / active EE | $3,422 | $5,910-42.1% | $5,047-32.2% | $5,983-42.8% |
| Admin fee / account holder | $2,405 | $11,742-79.5% | $8,930-73.1% | $11,252-78.6% |