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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 | $86,298 | $227,399-62.0% | $189,758-54.5% | $198,609-56.5% |
| Participation rate | 87.5% | 84.0%+3.5pp | 79.8%+7.7pp | 82.4%+5.1pp |
| Annual return | 19.04% | 61.03%-42.0pp | 52.62%-33.6pp | 202.70%-183.7pp |
| Employer contribution / active EE | $1,945 | $5,526-64.8% | $4,767-59.2% | $5,055-61.5% |
| Participant deferral / active EE | $4,530 | $6,837-33.7% | $5,856-22.6% | $6,977-35.1% |
| Admin fee / account holder | $58,142 | $25,162+131.1% | $20,388+185.2% | $19,030+205.5% |