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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 | $57,369 | $174,379-67.1% | $152,093-62.3% | $138,895-58.7% |
| Participation rate | 81.8% | 81.6%+0.2pp | 77.8%+4.1pp | 79.9%+1.9pp |
| Annual return | 16.78% | 74.86%-58.1pp | 66.36%-49.6pp | 145.39%-128.6pp |
| Employer contribution / active EE | $3,545 | $4,652-23.8% | $4,175-15.1% | $4,194-15.5% |
| Participant deferral / active EE | $3,823 | $6,159-37.9% | $5,451-29.9% | $6,396-40.2% |
| Admin fee / account holder | $1,909 | $16,880-88.7% | $14,497-86.8% | $12,562-84.8% |