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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 | $76,249 | $165,361-53.9% | $149,715-49.1% | $158,950-52.0% |
| Participation rate | 84.2% | 84.6%-0.4pp | 82.5%+1.7pp | 82.0%+2.2pp |
| Annual return | 17.89% | 348.24%-330.3pp | 276.66%-258.8pp | 302.91%-285.0pp |
| Employer contribution / active EE | $2,127 | $5,103-58.3% | $4,645-54.2% | $4,762-55.3% |
| Participant deferral / active EE | $8,299 | $7,182+15.6% | $6,842+21.3% | $5,983+38.7% |
| Admin fee / account holder | $2,502 | $10,808-76.9% | $9,310-73.1% | $11,248-77.8% |