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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 | $44,903 | $178,174-74.8% | $156,181-71.2% | $137,256-67.3% |
| Participation rate | 91.7% | 82.0%+9.6pp | 78.8%+12.8pp | 80.0%+11.7pp |
| Annual return | 18.63% | 84.19%-65.6pp | 64.87%-46.2pp | 220.34%-201.7pp |
| Employer contribution / active EE | $3,549 | $4,972-28.6% | $4,294-17.3% | $4,156-14.6% |
| Participant deferral / active EE | $5,634 | $6,888-18.2% | $6,132-8.1% | $6,407-12.1% |
| Admin fee / account holder | $2,321 | $17,404-86.7% | $14,586-84.1% | $12,270-81.1% |