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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 | $53,020 | $154,228-65.6% | $145,433-63.5% | $137,256-61.4% |
| Participation rate | 83.3% | 83.8%-0.5pp | 82.1%+1.2pp | 80.0%+3.4pp |
| Annual return | 13.85% | 74.59%-60.7pp | 66.58%-52.7pp | 220.34%-206.5pp |
| Employer contribution / active EE | $3,526 | $4,804-26.6% | $4,554-22.6% | $4,156-15.2% |
| Participant deferral / active EE | $5,036 | $8,216-38.7% | $7,897-36.2% | $6,407-21.4% |
| Admin fee / account holder | $11,847 | $14,344-17.4% | $13,129-9.8% | $12,270-3.5% |