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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 | $83,401 | $165,381-49.6% | $149,730-44.3% | $158,966-47.5% |
| Participation rate | 85.7% | 84.6%+1.1pp | 82.5%+3.2pp | 82.0%+3.8pp |
| Annual return | 15.81% | 348.29%-332.5pp | 276.70%-260.9pp | 302.95%-287.1pp |
| Employer contribution / active EE | $5,247 | $5,104+2.8% | $4,645+12.9% | $4,762+10.2% |
| Participant deferral / active EE | $3,668 | $7,182-48.9% | $6,843-46.4% | $5,983-38.7% |
| Admin fee / account holder | $9,700 | $10,809-10.3% | $9,310+4.2% | $11,250-13.8% |