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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 | $54,611 | $115,903-52.9% | $100,528-45.7% | $158,966-65.6% |
| Participation rate | 83.3% | 81.6%+1.7pp | 79.4%+3.9pp | 82.0%+1.4pp |
| Annual return | 21.85% | 34.80%-12.9pp | 30.90%-9.0pp | 302.95%-281.1pp |
| Employer contribution / active EE | $3,892 | $4,105-5.2% | $3,419+13.9% | $4,762-18.3% |
| Participant deferral / active EE | $8,093 | $6,677+21.2% | $6,271+29.0% | $5,983+35.3% |
| Admin fee / account holder | $3,515 | $11,000-68.0% | $8,084-56.5% | $11,250-68.8% |