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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 | $99,858 | $181,062-44.8% | $158,223-36.9% | $155,188-35.7% |
| Participation rate | 83.3% | 82.7%+0.7pp | 79.2%+4.1pp | 80.8%+2.5pp |
| Annual return | 13.48% | 57.39%-43.9pp | 52.09%-38.6pp | 148.84%-135.4pp |
| Employer contribution / active EE | $2,477 | $4,565-45.7% | $4,109-39.7% | $4,248-41.7% |
| Participant deferral / active EE | $4,076 | $6,134-33.6% | $5,467-25.4% | $6,531-37.6% |
| Admin fee / account holder | $11,393 | $18,825-39.5% | $16,047-29.0% | $14,480-21.3% |