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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 | $80,352 | $190,879-57.9% | $160,009-49.8% | $134,532-40.3% |
| Participation rate | 83.3% | 82.0%+1.4pp | 78.0%+5.4pp | 81.2%+2.1pp |
| Annual return | 5.35% | 552.63%-547.3pp | 408.85%-403.5pp | 418.27%-412.9pp |
| Employer contribution / active EE | $5,287 | $4,995+5.9% | $4,225+25.1% | $4,741+11.5% |
| Participant deferral / active EE | $8,239 | $6,924+19.0% | $6,183+33.3% | $6,401+28.7% |
| Admin fee / account holder | $1,300 | $10,495-87.6% | $8,715-85.1% | $11,429-88.6% |