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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 | $156,398-58.4% | $147,318-55.9% | $138,895-53.2% |
| Participation rate | 83.3% | 83.8%-0.4pp | 82.1%+1.3pp | 79.9%+3.4pp |
| Annual return | 16.73% | 78.75%-62.0pp | 70.43%-53.7pp | 145.39%-128.7pp |
| Employer contribution / active EE | $1,349 | $4,853-72.2% | $4,593-70.6% | $4,194-67.8% |
| Participant deferral / active EE | $6,621 | $8,237-19.6% | $7,906-16.3% | $6,396+3.5% |
| Admin fee / account holder | $5,262 | $14,976-64.9% | $13,708-61.6% | $12,562-58.1% |