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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 | $51,480 | $148,629-65.4% | $135,982-62.1% | $139,487-63.1% |
| Participation rate | 93.8% | 83.9%+9.9pp | 81.9%+11.8pp | 80.3%+13.4pp |
| Annual return | 19.09% | 79.33%-60.2pp | 68.32%-49.2pp | 373.84%-354.8pp |
| Employer contribution / active EE | $6,277 | $5,247+19.6% | $4,859+29.2% | $4,755+32.0% |
| Participant deferral / active EE | $8,883 | $8,102+9.6% | $7,760+14.5% | $6,713+32.3% |
| Admin fee / account holder | $4,990 | $12,406-59.8% | $10,767-53.7% | $11,407-56.3% |