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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 | $68,913 | $148,629-53.6% | $135,982-49.3% | $139,487-50.6% |
| Participation rate | 86.4% | 83.9%+2.5pp | 81.9%+4.4pp | 80.3%+6.0pp |
| Annual return | 25.90% | 79.33%-53.4pp | 68.32%-42.4pp | 373.84%-347.9pp |
| Employer contribution / active EE | $4,732 | $5,247-9.8% | $4,859-2.6% | $4,755-0.5% |
| Participant deferral / active EE | $3,367 | $8,102-58.5% | $7,760-56.6% | $6,713-49.8% |
| Admin fee / account holder | $927 | $12,406-92.5% | $10,767-91.4% | $11,407-91.9% |