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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 | $52,972 | $144,130-63.2% | $117,861-55.1% | $147,586-64.1% |
| Participation rate | 94.7% | 83.4%+11.3pp | 79.7%+15.1pp | 82.8%+11.9pp |
| Annual return | 14.11% | 531.20%-517.1pp | 335.11%-321.0pp | 578.59%-564.5pp |
| Employer contribution / active EE | $1,677 | $4,897-65.8% | $3,786-55.7% | $4,876-65.6% |
| Participant deferral / active EE | $5,421 | $5,316+2.0% | $4,482+20.9% | $5,439-0.3% |
| Admin fee / account holder | $7,546 | $10,887-30.7% | $8,021-5.9% | $10,886-30.7% |