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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 | $73,000 | $156,398-53.3% | $147,318-50.4% | $138,895-47.4% |
| Participation rate | 90.9% | 83.8%+7.2pp | 82.1%+8.8pp | 79.9%+11.0pp |
| Annual return | 17.22% | 78.75%-61.5pp | 70.43%-53.2pp | 145.39%-128.2pp |
| Employer contribution / active EE | $3,082 | $4,853-36.5% | $4,593-32.9% | $4,194-26.5% |
| Participant deferral / active EE | $5,862 | $8,237-28.8% | $7,906-25.9% | $6,396-8.4% |
| Admin fee / account holder | $1,325 | $14,976-91.2% | $13,708-90.3% | $12,562-89.5% |