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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 | $98,751 | $176,402-44.0% | $134,162-26.4% | $158,966-37.9% |
| Participation rate | 86.4% | 78.7%+7.6pp | 72.2%+14.2pp | 82.0%+4.4pp |
| Annual return | 22.14% | 63.66%-41.5pp | 36.35%-14.2pp | 302.95%-280.8pp |
| Employer contribution / active EE | $1,719 | $5,042-65.9% | $3,705-53.6% | $4,762-63.9% |
| Participant deferral / active EE | $3,848 | $4,093-6.0% | $3,500+9.9% | $5,983-35.7% |
| Admin fee / account holder | $1,718 | $8,719-80.3% | $6,685-74.3% | $11,250-84.7% |