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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 | $102,978-48.1% | $90,287-40.8% | $152,870-65.0% |
| Participation rate | 82.6% | 75.9%+6.7pp | 73.3%+9.3pp | 82.4%+0.2pp |
| Annual return | 23.13% | 95.17%-72.0pp | 78.10%-55.0pp | 345.34%-322.2pp |
| Employer contribution / active EE | $3,687 | $3,139+17.5% | $2,855+29.1% | $4,763-22.6% |
| Participant deferral / active EE | $5,032 | $4,281+17.5% | $3,885+29.5% | $5,850-14.0% |
| Admin fee / account holder | $3,331 | $6,171-46.0% | $5,351-37.8% | $11,597-71.3% |