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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 | $91,575 | $165,381-44.6% | $149,730-38.8% | $158,966-42.4% |
| Participation rate | 80.0% | 84.6%-4.6pp | 82.5%-2.5pp | 82.0%-2.0pp |
| Annual return | 13.55% | 348.29%-334.7pp | 276.70%-263.2pp | 302.95%-289.4pp |
| Employer contribution / active EE | $3,492 | $5,104-31.6% | $4,645-24.8% | $4,762-26.7% |
| Participant deferral / active EE | $9,089 | $7,182+26.5% | $6,843+32.8% | $5,983+51.9% |
| Admin fee / account holder | $7,753 | $10,809-28.3% | $9,310-16.7% | $11,250-31.1% |