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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 | $59,194 | $148,629-60.2% | $135,982-56.5% | $139,487-57.6% |
| Participation rate | 83.3% | 83.9%-0.5pp | 81.9%+1.4pp | 80.3%+3.0pp |
| Annual return | 14.21% | 79.33%-65.1pp | 68.32%-54.1pp | 373.84%-359.6pp |
| Employer contribution / active EE | $2,271 | $5,247-56.7% | $4,859-53.3% | $4,755-52.2% |
| Participant deferral / active EE | $8,646 | $8,102+6.7% | $7,760+11.4% | $6,713+28.8% |
| Admin fee / account holder | $10,346 | $12,406-16.6% | $10,767-3.9% | $11,407-9.3% |