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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 | $61,573 | $157,276-60.9% | $141,177-56.4% | $152,885-59.7% |
| Participation rate | 83.3% | 84.8%-1.5pp | 82.5%+0.9pp | 82.5%+0.9pp |
| Annual return | 21.75% | 64.33%-42.6pp | 71.40%-49.7pp | 345.39%-323.6pp |
| Employer contribution / active EE | $5,591 | $5,262+6.3% | $4,736+18.1% | $4,763+17.4% |
| Participant deferral / active EE | $3,381 | $7,110-52.4% | $6,710-49.6% | $5,851-42.2% |
| Admin fee / account holder | $8,978 | $12,123-25.9% | $10,263-12.5% | $11,598-22.6% |