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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 | $73,529 | $182,442-59.7% | $163,379-55.0% | $138,895-47.1% |
| Participation rate | 84.2% | 79.8%+4.4pp | 76.8%+7.4pp | 79.9%+4.3pp |
| Annual return | 20.09% | 72.74%-52.6pp | 63.41%-43.3pp | 145.39%-125.3pp |
| Employer contribution / active EE | $5,330 | $4,159+28.1% | $3,752+42.0% | $4,194+27.1% |
| Participant deferral / active EE | $8,293 | $6,817+21.7% | $6,282+32.0% | $6,396+29.7% |
| Admin fee / account holder | $1,523 | $10,396-85.3% | $9,818-84.5% | $12,562-87.9% |