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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 | $55,059 | $98,463-44.1% | $119,258-53.8% | $85,847-35.9% |
| Participation rate | 76.7% | 77.6%-0.9pp | 82.7%-6.0pp | 69.3%+7.4pp |
| Annual return | 19.32% | 38.53%-19.2pp | 30.69%-11.4pp | 318.61%-299.3pp |
| Employer contribution / active EE | $3,408 | $3,698-7.8% | $4,384-22.3% | $2,565+32.9% |
| Participant deferral / active EE | $4,743 | $4,942-4.0% | $6,111-22.4% | $3,952+20.0% |
| Admin fee / account holder | $5,884 | $7,493-21.5% | $7,226-18.6% | $6,261-6.0% |