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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 | $73,880 | $209,425-64.7% | $178,499-58.6% | $158,966-53.5% |
| Participation rate | 87.5% | 86.4%+1.1pp | 81.9%+5.6pp | 82.0%+5.5pp |
| Annual return | 10.49% | 188.80%-178.3pp | 151.10%-140.6pp | 302.95%-292.5pp |
| Employer contribution / active EE | $2,537 | $5,707-55.6% | $5,011-49.4% | $4,762-46.7% |
| Participant deferral / active EE | $4,502 | $5,955-24.4% | $5,202-13.5% | $5,983-24.8% |
| Admin fee / account holder | $3,770 | $17,078-77.9% | $13,986-73.0% | $11,250-66.5% |