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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 | $59,200 | $212,386-72.1% | $199,883-70.4% | $138,895-57.4% |
| Participation rate | 82.4% | 87.4%-5.0pp | 86.8%-4.4pp | 79.9%+2.4pp |
| Annual return | 24.88% | 47.75%-22.9pp | 43.81%-18.9pp | 145.39%-120.5pp |
| Employer contribution / active EE | $4,326 | $6,625-34.7% | $6,261-30.9% | $4,194+3.1% |
| Participant deferral / active EE | $9,215 | $9,617-4.2% | $9,138+0.8% | $6,396+44.1% |
| Admin fee / account holder | $2,052 | $18,233-88.7% | $17,268-88.1% | $12,562-83.7% |