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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 | $64,024 | $165,361-61.3% | $149,715-57.2% | $158,950-59.7% |
| Participation rate | 83.3% | 84.6%-1.2pp | 82.5%+0.9pp | 82.0%+1.4pp |
| Annual return | 20.54% | 348.24%-327.7pp | 276.66%-256.1pp | 302.91%-282.4pp |
| Employer contribution / active EE | $2,325 | $5,103-54.4% | $4,645-49.9% | $4,762-51.2% |
| Participant deferral / active EE | $8,053 | $7,182+12.1% | $6,842+17.7% | $5,983+34.6% |
| Admin fee / account holder | $841 | $10,808-92.2% | $9,310-91.0% | $11,248-92.5% |