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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 | $68,401 | $129,737-47.3% | $119,126-42.6% | $154,746-55.8% |
| Participation rate | 81.8% | 78.9%+3.0pp | 75.8%+6.1pp | 80.7%+1.1pp |
| Annual return | 16.25% | 379.08%-362.8pp | 282.11%-265.9pp | 172.34%-156.1pp |
| Employer contribution / active EE | $1,898 | $4,375-56.6% | $4,034-53.0% | $4,379-56.7% |
| Participant deferral / active EE | $3,729 | $5,842-36.2% | $5,318-29.9% | $6,730-44.6% |
| Admin fee / account holder | $23,125 | $11,961+93.3% | $10,693+116.3% | $14,365+61.0% |