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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 | $83,455 | $202,463-58.8% | $169,397-50.7% | $139,487-40.2% |
| Participation rate | 83.3% | 81.1%+2.2pp | 77.2%+6.2pp | 80.3%+3.0pp |
| Annual return | 16.60% | 532.64%-516.0pp | 406.23%-389.6pp | 373.84%-357.2pp |
| Employer contribution / active EE | $3,258 | $4,694-30.6% | $4,013-18.8% | $4,755-31.5% |
| Participant deferral / active EE | $6,553 | $6,941-5.6% | $6,223+5.3% | $6,713-2.4% |
| Admin fee / account holder | $2,341 | $10,726-78.2% | $9,017-74.0% | $11,407-79.5% |