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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 | $79,293 | $148,629-46.7% | $135,982-41.7% | $139,487-43.2% |
| Participation rate | 93.8% | 83.9%+9.9pp | 81.9%+11.8pp | 80.3%+13.4pp |
| Annual return | 18.71% | 79.33%-60.6pp | 68.32%-49.6pp | 373.84%-355.1pp |
| Employer contribution / active EE | $2,646 | $5,247-49.6% | $4,859-45.5% | $4,755-44.3% |
| Participant deferral / active EE | $6,060 | $8,102-25.2% | $7,760-21.9% | $6,713-9.7% |
| Admin fee / account holder | $4,024 | $12,406-67.6% | $10,767-62.6% | $11,407-64.7% |