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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 | $82,531 | $165,361-50.1% | $149,715-44.9% | $158,950-48.1% |
| Participation rate | 85.7% | 84.6%+1.1pp | 82.5%+3.2pp | 82.0%+3.8pp |
| Annual return | 10.03% | 348.24%-338.2pp | 276.66%-266.6pp | 302.91%-292.9pp |
| Employer contribution / active EE | $5,429 | $5,103+6.4% | $4,645+16.9% | $4,762+14.0% |
| Participant deferral / active EE | $4,156 | $7,182-42.1% | $6,842-39.3% | $5,983-30.5% |
| Admin fee / account holder | $1,989 | $10,808-81.6% | $9,310-78.6% | $11,248-82.3% |