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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 | $91,949 | $165,381-44.4% | $149,730-38.6% | $158,966-42.2% |
| Participation rate | 83.3% | 84.6%-1.2pp | 82.5%+0.9pp | 82.0%+1.4pp |
| Annual return | 9.44% | 348.29%-338.9pp | 276.70%-267.3pp | 302.95%-293.5pp |
| Employer contribution / active EE | $2,156 | $5,104-57.8% | $4,645-53.6% | $4,762-54.7% |
| Participant deferral / active EE | $4,847 | $7,182-32.5% | $6,843-29.2% | $5,983-19.0% |
| Admin fee / account holder | $854 | $10,809-92.1% | $9,310-90.8% | $11,250-92.4% |