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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 | $53,830 | $117,904-54.3% | $102,457-47.5% | $145,978-63.1% |
| Participation rate | 83.3% | 78.6%+4.7pp | 76.5%+6.8pp | 80.3%+3.0pp |
| Annual return | 10.39% | 31.80%-21.4pp | 29.41%-19.0pp | 550.52%-540.1pp |
| Employer contribution / active EE | $3,298 | $3,613-8.7% | $3,022+9.1% | $4,662-29.3% |
| Participant deferral / active EE | $4,970 | $5,733-13.3% | $5,054-1.7% | $6,690-25.7% |
| Admin fee / account holder | $1,223 | $13,329-90.8% | $9,451-87.1% | $13,400-90.9% |