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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 | $75,495 | $185,312-59.3% | $161,489-53.3% | $154,746-51.2% |
| Participation rate | 80.0% | 82.5%-2.5pp | 78.7%+1.3pp | 80.7%-0.7pp |
| Annual return | 17.43% | 103.84%-86.4pp | 89.72%-72.3pp | 172.34%-154.9pp |
| Employer contribution / active EE | $3,008 | $4,769-36.9% | $4,268-29.5% | $4,379-31.3% |
| Participant deferral / active EE | $5,163 | $6,350-18.7% | $5,630-8.3% | $6,730-23.3% |
| Admin fee / account holder | $1,913 | $18,654-89.7% | $16,006-88.0% | $14,365-86.7% |