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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 | $57,344 | $114,119-49.8% | $107,187-46.5% | $138,895-58.7% |
| Participation rate | 94.4% | 78.1%+16.4pp | 75.0%+19.4pp | 79.9%+14.5pp |
| Annual return | 27.66% | 273.21%-245.5pp | 204.55%-176.9pp | 145.39%-117.7pp |
| Employer contribution / active EE | $2,858 | $4,059-29.6% | $3,782-24.4% | $4,194-31.9% |
| Participant deferral / active EE | $5,020 | $5,538-9.4% | $5,096-1.5% | $6,396-21.5% |
| Admin fee / account holder | $8,983 | $10,024-10.4% | $9,162-2.0% | $12,562-28.5% |