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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 | $105,811 | $227,399-53.5% | $189,758-44.2% | $198,609-46.7% |
| Participation rate | 90.0% | 84.0%+6.0pp | 79.8%+10.2pp | 82.4%+7.6pp |
| Annual return | 17.84% | 61.03%-43.2pp | 52.62%-34.8pp | 202.70%-184.9pp |
| Employer contribution / active EE | $2,787 | $5,526-49.6% | $4,767-41.5% | $5,055-44.9% |
| Participant deferral / active EE | $5,502 | $6,837-19.5% | $5,856-6.0% | $6,977-21.1% |
| Admin fee / account holder | $5,138 | $25,162-79.6% | $20,388-74.8% | $19,030-73.0% |