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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 | $79,222 | $197,625-59.9% | $177,840-55.5% | $158,966-50.2% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 20.17% | 58.76%-38.6pp | 48.32%-28.1pp | 302.95%-282.8pp |
| Employer contribution / active EE | $2,984 | $6,698-55.4% | $5,919-49.6% | $4,762-37.3% |
| Participant deferral / active EE | $5,388 | $8,405-35.9% | $7,714-30.2% | $5,983-10.0% |
| Admin fee / account holder | $1,244 | $15,405-91.9% | $12,431-90.0% | $11,250-88.9% |