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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 | $77,929 | $125,190-37.8% | $105,624-26.2% | $145,897-46.6% |
| Participation rate | 82.4% | 77.6%+4.7pp | 75.3%+7.1pp | 80.3%+2.0pp |
| Annual return | 9.35% | 225.22%-215.9pp | 116.20%-106.9pp | 552.29%-542.9pp |
| Employer contribution / active EE | $1,538 | $3,720-58.6% | $3,168-51.4% | $4,663-67.0% |
| Participant deferral / active EE | $3,490 | $5,716-38.9% | $5,013-30.4% | $6,689-47.8% |
| Admin fee / account holder | $3,253 | $17,138-81.0% | $10,961-70.3% | $13,390-75.7% |