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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 | $81,298 | $157,304-48.3% | $141,197-42.4% | $152,909-46.8% |
| Participation rate | 87.5% | 84.8%+2.7pp | 82.5%+5.0pp | 82.5%+5.0pp |
| Annual return | 27.58% | 64.34%-36.8pp | 71.41%-43.8pp | 345.46%-317.9pp |
| Employer contribution / active EE | $3,854 | $5,263-26.8% | $4,736-18.6% | $4,764-19.1% |
| Participant deferral / active EE | $7,475 | $7,111+5.1% | $6,710+11.4% | $5,851+27.7% |
| Admin fee / account holder | $423 | $12,126-96.5% | $10,265-95.9% | $11,601-96.4% |