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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 | $72,164 | $165,381-56.4% | $149,730-51.8% | $158,966-54.6% |
| Participation rate | 87.5% | 84.6%+2.9pp | 82.5%+5.0pp | 82.0%+5.5pp |
| Annual return | 21.45% | 348.29%-326.8pp | 276.70%-255.3pp | 302.95%-281.5pp |
| Employer contribution / active EE | $2,551 | $5,104-50.0% | $4,645-45.1% | $4,762-46.4% |
| Participant deferral / active EE | $8,580 | $7,182+19.5% | $6,843+25.4% | $5,983+43.4% |
| Admin fee / account holder | $805 | $10,809-92.6% | $9,310-91.4% | $11,250-92.8% |