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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 | $51,881 | $105,158-50.7% | $94,672-45.2% | $139,487-62.8% |
| Participation rate | 90.5% | 82.4%+8.1pp | 80.8%+9.6pp | 80.3%+10.1pp |
| Annual return | 17.93% | 38.11%-20.2pp | 156.89%-139.0pp | 373.84%-355.9pp |
| Employer contribution / active EE | $2,628 | $4,107-36.0% | $3,673-28.4% | $4,755-44.7% |
| Participant deferral / active EE | $4,567 | $7,599-39.9% | $7,417-38.4% | $6,713-32.0% |
| Admin fee / account holder | $2,814 | $8,972-68.6% | $7,222-61.0% | $11,407-75.3% |