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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 | $104,493 | $165,361-36.8% | $149,715-30.2% | $158,950-34.3% |
| Participation rate | 83.3% | 84.6%-1.2pp | 82.5%+0.9pp | 82.0%+1.4pp |
| Annual return | 12.48% | 348.24%-335.8pp | 276.66%-264.2pp | 302.91%-290.4pp |
| Employer contribution / active EE | $5,996 | $5,103+17.5% | $4,645+29.1% | $4,762+25.9% |
| Participant deferral / active EE | $10,315 | $7,182+43.6% | $6,842+50.8% | $5,983+72.4% |
| Admin fee / account holder | $1,277 | $10,808-88.2% | $9,310-86.3% | $11,248-88.6% |