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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 | $59,601 | $172,111-65.4% | $150,298-60.3% | $137,256-56.6% |
| Participation rate | 82.4% | 81.7%+0.6pp | 77.8%+4.6pp | 80.0%+2.4pp |
| Annual return | 39.05% | 69.37%-30.3pp | 62.79%-23.7pp | 220.34%-181.3pp |
| Employer contribution / active EE | $2,635 | $4,636-43.2% | $4,154-36.6% | $4,156-36.6% |
| Participant deferral / active EE | $4,509 | $6,166-26.9% | $5,453-17.3% | $6,407-29.6% |
| Admin fee / account holder | $10,464 | $16,471-36.5% | $14,116-25.9% | $12,270-14.7% |