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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 | $66,181 | $178,174-62.9% | $156,181-57.6% | $137,256-51.8% |
| Participation rate | 94.4% | 82.0%+12.4pp | 78.8%+15.6pp | 80.0%+14.5pp |
| Annual return | 13.80% | 84.19%-70.4pp | 64.87%-51.1pp | 220.34%-206.5pp |
| Employer contribution / active EE | $4,823 | $4,972-3.0% | $4,294+12.3% | $4,156+16.0% |
| Participant deferral / active EE | $4,523 | $6,888-34.3% | $6,132-26.2% | $6,407-29.4% |
| Admin fee / account holder | $54,829 | $17,404+215.0% | $14,586+275.9% | $12,270+346.8% |