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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 | $42,598 | $165,399-74.2% | $149,745-71.6% | $158,982-73.2% |
| Participation rate | 83.3% | 84.6%-1.2pp | 82.5%+0.9pp | 82.0%+1.4pp |
| Annual return | 22.49% | 348.34%-325.8pp | 276.72%-254.2pp | 302.99%-280.5pp |
| Employer contribution / active EE | $2,965 | $5,105-41.9% | $4,646-36.2% | $4,763-37.7% |
| Participant deferral / active EE | $13,196 | $7,183+83.7% | $6,843+92.8% | $5,983+120.5% |
| Admin fee / account holder | $9,578 | $10,811-11.4% | $9,312+2.9% | $11,252-14.9% |