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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 | $43,406 | $165,399-73.8% | $149,745-71.0% | $158,982-72.7% |
| Participation rate | 83.3% | 84.6%-1.2pp | 82.5%+0.9pp | 82.0%+1.4pp |
| Annual return | 20.77% | 348.34%-327.6pp | 276.72%-255.9pp | 302.99%-282.2pp |
| Employer contribution / active EE | $2,964 | $5,105-41.9% | $4,646-36.2% | $4,763-37.8% |
| Participant deferral / active EE | $8,923 | $7,183+24.2% | $6,843+30.4% | $5,983+49.1% |
| Admin fee / account holder | $1,168 | $10,811-89.2% | $9,312-87.5% | $11,252-89.6% |