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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 | $73,004 | $172,111-57.6% | $150,298-51.4% | $137,256-46.8% |
| Participation rate | 87.5% | 81.7%+5.8pp | 77.8%+9.7pp | 80.0%+7.5pp |
| Annual return | 19.81% | 69.37%-49.6pp | 62.79%-43.0pp | 220.34%-200.5pp |
| Employer contribution / active EE | $2,004 | $4,636-56.8% | $4,154-51.8% | $4,156-51.8% |
| Participant deferral / active EE | $3,735 | $6,166-39.4% | $5,453-31.5% | $6,407-41.7% |
| Admin fee / account holder | $5,348 | $16,471-67.5% | $14,116-62.1% | $12,270-56.4% |