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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 | $109,095 | $148,629-26.6% | $135,982-19.8% | $139,487-21.8% |
| Participation rate | 81.3% | 83.9%-2.6pp | 81.9%-0.7pp | 80.3%+0.9pp |
| Annual return | 20.30% | 79.33%-59.0pp | 68.32%-48.0pp | 373.84%-353.5pp |
| Employer contribution / active EE | $2,364 | $5,247-54.9% | $4,859-51.4% | $4,755-50.3% |
| Participant deferral / active EE | $5,209 | $8,102-35.7% | $7,760-32.9% | $6,713-22.4% |
| Admin fee / account holder | $8,657 | $12,406-30.2% | $10,767-19.6% | $11,407-24.1% |