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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 | $59,970 | $178,174-66.3% | $156,181-61.6% | $137,256-56.3% |
| Participation rate | 81.8% | 82.0%-0.2pp | 78.8%+3.0pp | 80.0%+1.9pp |
| Annual return | 17.49% | 84.19%-66.7pp | 64.87%-47.4pp | 220.34%-202.8pp |
| Employer contribution / active EE | $2,791 | $4,972-43.9% | $4,294-35.0% | $4,156-32.8% |
| Participant deferral / active EE | $5,980 | $6,888-13.2% | $6,132-2.5% | $6,407-6.7% |
| Admin fee / account holder | $1,321 | $17,404-92.4% | $14,586-90.9% | $12,270-89.2% |