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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 | $67,806 | $157,829-57.0% | $136,867-50.5% | $198,609-65.9% |
| Participation rate | 84.2% | 77.2%+7.0pp | 74.5%+9.7pp | 82.4%+1.8pp |
| Annual return | 13.52% | 51.25%-37.7pp | 42.97%-29.4pp | 202.70%-189.2pp |
| Employer contribution / active EE | $2,382 | $3,923-39.3% | $3,547-32.9% | $5,055-52.9% |
| Participant deferral / active EE | $3,123 | $5,463-42.8% | $4,924-36.6% | $6,977-55.2% |
| Admin fee / account holder | $5,940 | $11,107-46.5% | $10,340-42.6% | $19,030-68.8% |