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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 | $79,768 | $185,905-57.1% | $170,057-53.1% | $139,487-42.8% |
| Participation rate | 85.7% | 87.8%-2.0pp | 87.0%-1.3pp | 80.3%+5.4pp |
| Annual return | 21.12% | 60.56%-39.4pp | 53.42%-32.3pp | 373.84%-352.7pp |
| Employer contribution / active EE | $4,905 | $7,597-35.4% | $6,790-27.8% | $4,755+3.2% |
| Participant deferral / active EE | $8,180 | $11,627-29.6% | $10,411-21.4% | $6,713+21.9% |
| Admin fee / account holder | $4,186 | $15,397-72.8% | $12,826-67.4% | $11,407-63.3% |