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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 | $51,049 | $70,366-27.5% | $66,674-23.4% | $138,895-63.2% |
| Participation rate | 85.7% | 76.2%+9.5pp | 73.7%+12.0pp | 79.9%+5.8pp |
| Annual return | 16.65% | 386.41%-369.8pp | 321.24%-304.6pp | 145.39%-128.7pp |
| Employer contribution / active EE | $1,642 | $2,765-40.6% | $2,620-37.3% | $4,194-60.9% |
| Participant deferral / active EE | $10,014 | $4,374+128.9% | $4,084+145.2% | $6,396+56.6% |
| Admin fee / account holder | $3,694 | $5,262-29.8% | $5,098-27.5% | $12,562-70.6% |