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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 | $211,288-76.1% | $178,540-71.8% | $145,884-65.5% |
| Participation rate | 84.6% | 80.8%+3.8pp | 77.1%+7.5pp | 80.3%+4.3pp |
| Annual return | 8.00% | 30.27%-22.3pp | 27.15%-19.1pp | 551.85%-543.8pp |
| Employer contribution / active EE | $2,919 | $4,574-36.2% | $3,953-26.2% | $4,662-37.4% |
| Participant deferral / active EE | $9,352 | $6,967+34.2% | $6,281+48.9% | $6,690+39.8% |
| Admin fee / account holder | $9,665 | $12,105-20.2% | $10,424-7.3% | $13,392-27.8% |