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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 | $60,840 | $129,737-53.1% | $119,126-48.9% | $154,746-60.7% |
| Participation rate | 87.0% | 78.9%+8.1pp | 75.8%+11.2pp | 80.7%+6.3pp |
| Annual return | 11.24% | 379.08%-367.8pp | 282.11%-270.9pp | 172.34%-161.1pp |
| Employer contribution / active EE | $2,749 | $4,375-37.2% | $4,034-31.8% | $4,379-37.2% |
| Participant deferral / active EE | $6,265 | $5,842+7.2% | $5,318+17.8% | $6,730-6.9% |
| Admin fee / account holder | $1,149 | $11,961-90.4% | $10,693-89.3% | $14,365-92.0% |