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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 | $50,786 | $148,623-65.8% | $135,974-62.7% | $139,466-63.6% |
| Participation rate | 91.7% | 83.9%+7.8pp | 81.9%+9.7pp | 80.3%+11.3pp |
| Annual return | 18.84% | 79.30%-60.5pp | 68.30%-49.5pp | 373.66%-354.8pp |
| Employer contribution / active EE | $2,033 | $5,246-61.2% | $4,859-58.2% | $4,754-57.2% |
| Participant deferral / active EE | $3,704 | $8,103-54.3% | $7,760-52.3% | $6,712-44.8% |
| Admin fee / account holder | $2,228 | $12,406-82.0% | $10,767-79.3% | $11,409-80.5% |