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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 | $85,424 | $148,629-42.5% | $135,982-37.2% | $139,487-38.8% |
| Participation rate | 84.6% | 83.9%+0.7pp | 81.9%+2.7pp | 80.3%+4.3pp |
| Annual return | 13.43% | 79.33%-65.9pp | 68.32%-54.9pp | 373.84%-360.4pp |
| Employer contribution / active EE | $2,273 | $5,247-56.7% | $4,859-53.2% | $4,755-52.2% |
| Participant deferral / active EE | $3,968 | $8,102-51.0% | $7,760-48.9% | $6,713-40.9% |
| Admin fee / account holder | $4,532 | $12,406-63.5% | $10,767-57.9% | $11,407-60.3% |