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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 | $80,062 | $165,399-51.6% | $149,745-46.5% | $158,982-49.6% |
| Participation rate | 76.2% | 84.6%-8.4pp | 82.5%-6.3pp | 82.0%-5.8pp |
| Annual return | 22.09% | 348.34%-326.2pp | 276.72%-254.6pp | 302.99%-280.9pp |
| Employer contribution / active EE | $3,447 | $5,105-32.5% | $4,646-25.8% | $4,763-27.6% |
| Participant deferral / active EE | $8,003 | $7,183+11.4% | $6,843+16.9% | $5,983+33.7% |
| Admin fee / account holder | $3,296 | $10,811-69.5% | $9,312-64.6% | $11,252-70.7% |