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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 | $56,648 | $168,635-66.4% | $147,617-61.6% | $125,389-54.8% |
| Participation rate | 90.0% | 88.8%+1.2pp | 84.6%+5.4pp | 83.2%+6.8pp |
| Annual return | 2.18% | 77.65%-75.5pp | 61.98%-59.8pp | 282.24%-280.1pp |
| Employer contribution / active EE | $3,015 | $6,252-51.8% | $5,564-45.8% | $4,866-38.0% |
| Participant deferral / active EE | $7,877 | $5,507+43.0% | $4,895+60.9% | $5,352+47.2% |
| Admin fee / account holder | $16,104 | $13,580+18.6% | $11,612+38.7% | $9,541+68.8% |