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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 | $50,399 | $211,239-76.1% | $178,528-71.8% | $145,877-65.5% |
| Participation rate | 84.6% | 80.8%+3.8pp | 77.1%+7.5pp | 80.3%+4.3pp |
| Annual return | 8.00% | 30.22%-22.2pp | 27.11%-19.1pp | 551.28%-543.3pp |
| Employer contribution / active EE | $2,919 | $4,570-36.1% | $3,950-26.1% | $4,663-37.4% |
| Participant deferral / active EE | $9,352 | $6,963+34.3% | $6,278+49.0% | $6,691+39.8% |
| Admin fee / account holder | $9,665 | $12,095-20.1% | $10,419-7.2% | $13,402-27.9% |