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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 | $53,640 | $174,379-69.2% | $152,093-64.7% | $138,895-61.4% |
| Participation rate | 83.3% | 81.6%+1.7pp | 77.8%+5.6pp | 79.9%+3.4pp |
| Annual return | 15.65% | 74.86%-59.2pp | 66.36%-50.7pp | 145.39%-129.7pp |
| Employer contribution / active EE | $1,286 | $4,652-72.4% | $4,175-69.2% | $4,194-69.3% |
| Participant deferral / active EE | $5,238 | $6,159-14.9% | $5,451-3.9% | $6,396-18.1% |
| Admin fee / account holder | $10,617 | $16,880-37.1% | $14,497-26.8% | $12,562-15.5% |