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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 | $72,603 | $165,399-56.1% | $149,745-51.5% | $158,982-54.3% |
| Participation rate | 85.7% | 84.6%+1.1pp | 82.5%+3.2pp | 82.0%+3.7pp |
| Annual return | 25.83% | 348.34%-322.5pp | 276.72%-250.9pp | 302.99%-277.2pp |
| Employer contribution / active EE | $2,441 | $5,105-52.2% | $4,646-47.5% | $4,763-48.8% |
| Participant deferral / active EE | $8,207 | $7,183+14.3% | $6,843+19.9% | $5,983+37.2% |
| Admin fee / account holder | $3,358 | $10,811-68.9% | $9,312-63.9% | $11,252-70.2% |