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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 | $125,543 | $211,239-40.6% | $178,528-29.7% | $145,877-13.9% |
| Participation rate | 83.3% | 80.8%+2.5pp | 77.1%+6.2pp | 80.3%+3.0pp |
| Annual return | 8.79% | 30.22%-21.4pp | 27.11%-18.3pp | 551.28%-542.5pp |
| Employer contribution / active EE | $2,058 | $4,570-55.0% | $3,950-47.9% | $4,663-55.9% |
| Participant deferral / active EE | $17,348 | $6,963+149.2% | $6,278+176.3% | $6,691+159.3% |
| Admin fee / account holder | $1,047 | $12,095-91.3% | $10,419-89.9% | $13,402-92.2% |