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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 | $77,553 | $178,174-56.5% | $156,181-50.3% | $137,256-43.5% |
| Participation rate | 83.3% | 82.0%+1.3pp | 78.8%+4.5pp | 80.0%+3.4pp |
| Annual return | 12.18% | 84.19%-72.0pp | 64.87%-52.7pp | 220.34%-208.2pp |
| Employer contribution / active EE | $1,992 | $4,972-59.9% | $4,294-53.6% | $4,156-52.1% |
| Participant deferral / active EE | $5,283 | $6,888-23.3% | $6,132-13.8% | $6,407-17.5% |
| Admin fee / account holder | $503 | $17,404-97.1% | $14,586-96.6% | $12,270-95.9% |