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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 | $65,007 | $154,228-57.8% | $145,433-55.3% | $137,256-52.6% |
| Participation rate | 83.3% | 83.8%-0.5pp | 82.1%+1.2pp | 80.0%+3.4pp |
| Annual return | 16.73% | 74.59%-57.9pp | 66.58%-49.9pp | 220.34%-203.6pp |
| Employer contribution / active EE | $1,349 | $4,804-71.9% | $4,554-70.4% | $4,156-67.5% |
| Participant deferral / active EE | $6,621 | $8,216-19.4% | $7,897-16.2% | $6,407+3.3% |
| Admin fee / account holder | $5,262 | $14,344-63.3% | $13,129-59.9% | $12,270-57.1% |