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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 | $73,022 | $172,111-57.6% | $150,298-51.4% | $137,256-46.8% |
| Participation rate | 81.3% | 81.7%-0.5pp | 77.8%+3.5pp | 80.0%+1.3pp |
| Annual return | 18.31% | 69.37%-51.1pp | 62.79%-44.5pp | 220.34%-202.0pp |
| Employer contribution / active EE | $5,512 | $4,636+18.9% | $4,154+32.7% | $4,156+32.6% |
| Participant deferral / active EE | $5,251 | $6,166-14.8% | $5,453-3.7% | $6,407-18.0% |
| Admin fee / account holder | $3,497 | $16,471-78.8% | $14,116-75.2% | $12,270-71.5% |