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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 | $68,273 | $211,224-67.7% | $178,505-61.8% | $145,897-53.2% |
| Participation rate | 85.0% | 80.8%+4.2pp | 77.1%+7.9pp | 80.3%+4.7pp |
| Annual return | 12.95% | 30.28%-17.3pp | 27.16%-14.2pp | 552.29%-539.3pp |
| Employer contribution / active EE | $4,062 | $4,577-11.2% | $3,955+2.7% | $4,663-12.9% |
| Participant deferral / active EE | $5,358 | $6,966-23.1% | $6,280-14.7% | $6,689-19.9% |
| Admin fee / account holder | $1,196 | $12,109-90.1% | $10,428-88.5% | $13,390-91.1% |