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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 | $95,601 | $183,627-47.9% | $155,602-38.6% | $145,978-34.5% |
| Participation rate | 77.3% | 82.7%-5.4pp | 78.2%-0.9pp | 80.3%-3.0pp |
| Annual return | 14.06% | 61.32%-47.3pp | 64.81%-50.8pp | 550.52%-536.5pp |
| Employer contribution / active EE | $2,937 | $5,316-44.8% | $4,675-37.2% | $4,662-37.0% |
| Participant deferral / active EE | $6,507 | $6,466+0.6% | $5,629+15.6% | $6,690-2.7% |
| Admin fee / account holder | $25,613 | $19,327+32.5% | $15,923+60.9% | $13,400+91.1% |