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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 | $85,215 | $165,399-48.5% | $149,745-43.1% | $158,982-46.4% |
| Participation rate | 82.6% | 84.6%-2.0pp | 82.5%+0.1pp | 82.0%+0.6pp |
| Annual return | 15.73% | 348.34%-332.6pp | 276.72%-261.0pp | 302.99%-287.3pp |
| Employer contribution / active EE | $4,348 | $5,105-14.8% | $4,646-6.4% | $4,763-8.7% |
| Participant deferral / active EE | $5,247 | $7,183-27.0% | $6,843-23.3% | $5,983-12.3% |
| Admin fee / account holder | $412 | $10,811-96.2% | $9,312-95.6% | $11,252-96.3% |