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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 | $68,008 | $165,381-58.9% | $149,730-54.6% | $158,966-57.2% |
| Participation rate | 80.0% | 84.6%-4.6pp | 82.5%-2.5pp | 82.0%-2.0pp |
| Annual return | 24.68% | 348.29%-323.6pp | 276.70%-252.0pp | 302.95%-278.3pp |
| Employer contribution / active EE | $2,948 | $5,104-42.3% | $4,645-36.5% | $4,762-38.1% |
| Participant deferral / active EE | $7,299 | $7,182+1.6% | $6,843+6.7% | $5,983+22.0% |
| Admin fee / account holder | $1,648 | $10,809-84.8% | $9,310-82.3% | $11,250-85.3% |