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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 | $40,488 | $183,592-77.9% | $155,574-74.0% | $145,877-72.2% |
| Participation rate | 80.0% | 82.7%-2.7pp | 78.2%+1.8pp | 80.3%-0.3pp |
| Annual return | 9.64% | 61.37%-51.7pp | 64.87%-55.2pp | 551.28%-541.6pp |
| Employer contribution / active EE | $3,276 | $5,317-38.4% | $4,676-29.9% | $4,663-29.7% |
| Participant deferral / active EE | $4,074 | $6,466-37.0% | $5,629-27.6% | $6,691-39.1% |
| Admin fee / account holder | $14,815 | $19,316-23.3% | $15,914-6.9% | $13,402+10.5% |