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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 | $61,526 | $162,136-62.1% | $152,301-59.6% | $154,746-60.2% |
| Participation rate | 87.5% | 84.1%+3.4pp | 82.4%+5.1pp | 80.7%+6.8pp |
| Annual return | 14.58% | 91.02%-76.4pp | 80.50%-65.9pp | 172.34%-157.8pp |
| Employer contribution / active EE | $2,618 | $4,890-46.5% | $4,624-43.4% | $4,379-40.2% |
| Participant deferral / active EE | $4,921 | $8,341-41.0% | $8,004-38.5% | $6,730-26.9% |
| Admin fee / account holder | $11,074 | $15,759-29.7% | $14,398-23.1% | $14,365-22.9% |