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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 | $64,090 | $166,268-61.5% | $165,100-61.2% | $145,897-56.1% |
| Participation rate | 87.5% | 82.0%+5.5pp | 78.6%+8.9pp | 80.3%+7.2pp |
| Annual return | 13.07% | 100.52%-87.5pp | 70.21%-57.1pp | 552.29%-539.2pp |
| Employer contribution / active EE | $2,954 | $5,284-44.1% | $4,348-32.1% | $4,663-36.6% |
| Participant deferral / active EE | $6,190 | $6,964-11.1% | $6,035+2.6% | $6,689-7.5% |
| Admin fee / account holder | $12,621 | $16,659-24.2% | $12,696-0.6% | $13,390-5.7% |