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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 | $57,164 | $165,381-65.4% | $149,730-61.8% | $158,966-64.0% |
| Participation rate | 85.0% | 84.6%+0.4pp | 82.5%+2.5pp | 82.0%+3.0pp |
| Annual return | 13.21% | 348.29%-335.1pp | 276.70%-263.5pp | 302.95%-289.7pp |
| Employer contribution / active EE | $2,766 | $5,104-45.8% | $4,645-40.5% | $4,762-41.9% |
| Participant deferral / active EE | $8,001 | $7,182+11.4% | $6,843+16.9% | $5,983+33.7% |
| Admin fee / account holder | $5,398 | $10,809-50.1% | $9,310-42.0% | $11,250-52.0% |