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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 | $211,239-57.5% | $178,528-49.8% | $145,877-38.5% |
| Participation rate | 82.4% | 80.8%+1.6pp | 77.1%+5.3pp | 80.3%+2.1pp |
| Annual return | 14.58% | 30.22%-15.6pp | 27.11%-12.5pp | 551.28%-536.7pp |
| Employer contribution / active EE | $3,263 | $4,570-28.6% | $3,950-17.4% | $4,663-30.0% |
| Participant deferral / active EE | $8,902 | $6,963+27.9% | $6,278+41.8% | $6,691+33.1% |
| Admin fee / account holder | $753 | $12,095-93.8% | $10,419-92.8% | $13,402-94.4% |