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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 | $53,865 | $183,539-70.7% | $155,556-65.4% | $145,897-63.1% |
| Participation rate | 88.9% | 82.7%+6.2pp | 78.2%+10.7pp | 80.3%+8.6pp |
| Annual return | 12.15% | 61.31%-49.2pp | 64.84%-52.7pp | 552.29%-540.1pp |
| Employer contribution / active EE | $1,931 | $5,315-63.7% | $4,675-58.7% | $4,663-58.6% |
| Participant deferral / active EE | $3,509 | $6,467-45.7% | $5,631-37.7% | $6,689-47.5% |
| Admin fee / account holder | $16,095 | $19,275-16.5% | $15,885+1.3% | $13,390+20.2% |