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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 | $72,244 | $228,395-68.4% | $185,861-61.1% | $158,982-54.6% |
| Participation rate | 81.8% | 82.3%-0.5pp | 78.0%+3.8pp | 82.0%-0.1pp |
| Annual return | 14.08% | 40.82%-26.7pp | 35.96%-21.9pp | 302.99%-288.9pp |
| Employer contribution / active EE | $2,864 | $4,968-42.3% | $4,088-29.9% | $4,763-39.9% |
| Participant deferral / active EE | $7,142 | $6,417+11.3% | $5,634+26.8% | $5,983+19.4% |
| Admin fee / account holder | $743 | $11,869-93.7% | $9,503-92.2% | $11,252-93.4% |