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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 | $75,242 | $165,361-54.5% | $149,715-49.7% | $158,950-52.7% |
| Participation rate | 83.3% | 84.6%-1.2pp | 82.5%+0.9pp | 82.0%+1.4pp |
| Annual return | 15.74% | 348.24%-332.5pp | 276.66%-260.9pp | 302.91%-287.2pp |
| Employer contribution / active EE | $2,197 | $5,103-56.9% | $4,645-52.7% | $4,762-53.9% |
| Participant deferral / active EE | $4,326 | $7,182-39.8% | $6,842-36.8% | $5,983-27.7% |
| Admin fee / account holder | $5,919 | $10,808-45.2% | $9,310-36.4% | $11,248-47.4% |