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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 | $81,146 | $148,629-45.4% | $135,982-40.3% | $139,487-41.8% |
| Participation rate | 83.3% | 83.9%-0.5pp | 81.9%+1.4pp | 80.3%+3.0pp |
| Annual return | 16.00% | 79.33%-63.3pp | 68.32%-52.3pp | 373.84%-357.8pp |
| Employer contribution / active EE | $3,485 | $5,247-33.6% | $4,859-28.3% | $4,755-26.7% |
| Participant deferral / active EE | $7,495 | $8,102-7.5% | $7,760-3.4% | $6,713+11.7% |
| Admin fee / account holder | $4,761 | $12,406-61.6% | $10,767-55.8% | $11,407-58.3% |