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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 | $56,002 | $124,346-55.0% | $111,308-49.7% | $167,536-66.6% |
| Participation rate | 86.7% | 79.6%+7.0pp | 77.3%+9.3pp | 82.1%+4.6pp |
| Annual return | 16.90% | 37.45%-20.6pp | 54.67%-37.8pp | 478.82%-461.9pp |
| Employer contribution / active EE | $6,339 | $3,437+84.4% | $2,732+132.1% | $4,839+31.0% |
| Participant deferral / active EE | $3,834 | $5,182-26.0% | $4,487-14.6% | $6,342-39.6% |
| Admin fee / account holder | $3,236 | $10,621-69.5% | $7,965-59.4% | $12,315-73.7% |