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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 | $85,435 | $129,737-34.1% | $119,126-28.3% | $154,746-44.8% |
| Participation rate | 77.8% | 78.9%-1.1pp | 75.8%+2.0pp | 80.7%-2.9pp |
| Annual return | 11.90% | 379.08%-367.2pp | 282.11%-270.2pp | 172.34%-160.4pp |
| Employer contribution / active EE | $2,470 | $4,375-43.5% | $4,034-38.8% | $4,379-43.6% |
| Participant deferral / active EE | $5,227 | $5,842-10.5% | $5,318-1.7% | $6,730-22.3% |
| Admin fee / account holder | $1,631 | $11,961-86.4% | $10,693-84.7% | $14,365-88.6% |