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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 | $45,014 | $73,546-38.8% | $63,018-28.6% | $147,586-69.5% |
| Participation rate | 83.3% | 77.9%+5.5pp | 74.8%+8.5pp | 82.8%+0.5pp |
| Annual return | 11.82% | 175.56%-163.7pp | 87.62%-75.8pp | 578.59%-566.8pp |
| Employer contribution / active EE | $2,141 | $3,324-35.6% | $2,761-22.4% | $4,876-56.1% |
| Participant deferral / active EE | $2,807 | $4,185-32.9% | $3,330-15.7% | $5,439-48.4% |
| Admin fee / account holder | $6,351 | $5,956+6.6% | $3,601+76.4% | $10,886-41.7% |