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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 | $70,839 | $114,119-37.9% | $107,187-33.9% | $138,895-49.0% |
| Participation rate | 82.4% | 78.1%+4.3pp | 75.0%+7.3pp | 79.9%+2.4pp |
| Annual return | 16.08% | 273.21%-257.1pp | 204.55%-188.5pp | 145.39%-129.3pp |
| Employer contribution / active EE | $1,857 | $4,059-54.2% | $3,782-50.9% | $4,194-55.7% |
| Participant deferral / active EE | $2,515 | $5,538-54.6% | $5,096-50.6% | $6,396-60.7% |
| Admin fee / account holder | $5,399 | $10,024-46.1% | $9,162-41.1% | $12,562-57.0% |