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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 | $49,227 | $210,698-76.6% | $178,014-72.3% | $145,959-66.3% |
| Participation rate | 93.8% | 80.8%+13.0pp | 77.1%+16.7pp | 80.3%+13.5pp |
| Annual return | 13.62% | 386.27%-372.7pp | 294.80%-281.2pp | 561.95%-548.3pp |
| Employer contribution / active EE | $2,067 | $4,567-54.7% | $3,950-47.7% | $4,661-55.7% |
| Participant deferral / active EE | $7,014 | $6,958+0.8% | $6,276+11.8% | $6,689+4.9% |
| Admin fee / account holder | $2,910 | $12,016-75.8% | $10,362-71.9% | $13,398-78.3% |