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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 | $89,690 | $211,288-57.6% | $178,540-49.8% | $145,884-38.5% |
| Participation rate | 82.4% | 80.8%+1.5pp | 77.1%+5.2pp | 80.3%+2.1pp |
| Annual return | 14.58% | 30.27%-15.7pp | 27.15%-12.6pp | 551.85%-537.3pp |
| Employer contribution / active EE | $3,263 | $4,574-28.7% | $3,953-17.5% | $4,662-30.0% |
| Participant deferral / active EE | $8,902 | $6,967+27.8% | $6,281+41.7% | $6,690+33.1% |
| Admin fee / account holder | $753 | $12,105-93.8% | $10,424-92.8% | $13,392-94.4% |