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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 | $66,279 | $148,623-55.4% | $135,974-51.3% | $139,466-52.5% |
| Participation rate | 86.4% | 83.9%+2.5pp | 81.9%+4.4pp | 80.3%+6.0pp |
| Annual return | 18.01% | 79.30%-61.3pp | 68.30%-50.3pp | 373.66%-355.7pp |
| Employer contribution / active EE | $2,993 | $5,246-42.9% | $4,859-38.4% | $4,754-37.0% |
| Participant deferral / active EE | $4,492 | $8,103-44.6% | $7,760-42.1% | $6,712-33.1% |
| Admin fee / account holder | $1,444 | $12,406-88.4% | $10,767-86.6% | $11,409-87.3% |