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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 | $78,581 | $228,352-65.6% | $185,835-57.7% | $158,966-50.6% |
| Participation rate | 86.7% | 82.3%+4.4pp | 78.0%+8.6pp | 82.0%+4.7pp |
| Annual return | 7.00% | 40.81%-33.8pp | 35.96%-29.0pp | 302.95%-295.9pp |
| Employer contribution / active EE | $2,304 | $4,967-53.6% | $4,087-43.6% | $4,762-51.6% |
| Participant deferral / active EE | $2,442 | $6,416-61.9% | $5,633-56.7% | $5,983-59.2% |
| Admin fee / account holder | $5,138 | $11,867-56.7% | $9,502-45.9% | $11,250-54.3% |