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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 | $67,713 | $201,372-66.4% | $184,260-63.3% | $145,884-53.6% |
| Participation rate | 84.6% | 87.5%-2.9pp | 86.8%-2.2pp | 80.3%+4.3pp |
| Annual return | 16.81% | 29.04%-12.2pp | 28.84%-12.0pp | 551.85%-535.0pp |
| Employer contribution / active EE | $3,702 | $7,024-47.3% | $6,427-42.4% | $4,662-20.6% |
| Participant deferral / active EE | $4,682 | $9,808-52.3% | $9,133-48.7% | $6,690-30.0% |
| Admin fee / account holder | $9,284 | $16,362-43.3% | $13,898-33.2% | $13,392-30.7% |