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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 | $53,472 | $103,038-48.1% | $90,324-40.8% | $152,909-65.0% |
| Participation rate | 82.6% | 75.9%+6.7pp | 73.3%+9.3pp | 82.5%+0.2pp |
| Annual return | 23.13% | 95.25%-72.1pp | 78.15%-55.0pp | 345.46%-322.3pp |
| Employer contribution / active EE | $3,687 | $3,141+17.4% | $2,856+29.1% | $4,764-22.6% |
| Participant deferral / active EE | $5,032 | $4,282+17.5% | $3,885+29.5% | $5,851-14.0% |
| Admin fee / account holder | $3,331 | $6,177-46.1% | $5,356-37.8% | $11,601-71.3% |