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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 | $69,705 | $165,399-57.9% | $149,745-53.5% | $158,982-56.2% |
| Participation rate | 78.9% | 84.6%-5.6pp | 82.5%-3.5pp | 82.0%-3.0pp |
| Annual return | 20.61% | 348.34%-327.7pp | 276.72%-256.1pp | 302.99%-282.4pp |
| Employer contribution / active EE | $2,637 | $5,105-48.3% | $4,646-43.2% | $4,763-44.6% |
| Participant deferral / active EE | $6,615 | $7,183-7.9% | $6,843-3.3% | $5,983+10.5% |
| Admin fee / account holder | $887 | $10,811-91.8% | $9,312-90.5% | $11,252-92.1% |