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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 | $104,197 | $165,381-37.0% | $149,730-30.4% | $158,966-34.5% |
| Participation rate | 85.7% | 84.6%+1.1pp | 82.5%+3.2pp | 82.0%+3.8pp |
| Annual return | 20.81% | 348.29%-327.5pp | 276.70%-255.9pp | 302.95%-282.1pp |
| Employer contribution / active EE | $2,058 | $5,104-59.7% | $4,645-55.7% | $4,762-56.8% |
| Participant deferral / active EE | $4,350 | $7,182-39.4% | $6,843-36.4% | $5,983-27.3% |
| Admin fee / account holder | $891 | $10,809-91.8% | $9,310-90.4% | $11,250-92.1% |