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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 | $82,539 | $275,752-70.1% | $256,809-67.9% | $198,609-58.4% |
| Participation rate | 85.7% | 89.2%-3.5pp | 88.5%-2.8pp | 82.4%+3.3pp |
| Annual return | 21.16% | 34.81%-13.7pp | 32.73%-11.6pp | 202.70%-181.5pp |
| Employer contribution / active EE | $4,074 | $7,721-47.2% | $7,263-43.9% | $5,055-19.4% |
| Participant deferral / active EE | $6,170 | $10,037-38.5% | $9,520-35.2% | $6,977-11.6% |
| Admin fee / account holder | $4,778 | $25,716-81.4% | $25,146-81.0% | $19,030-74.9% |