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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 | $83,060 | $168,635-50.7% | $147,617-43.7% | $125,389-33.8% |
| Participation rate | 87.5% | 88.8%-1.3pp | 84.6%+2.9pp | 83.2%+4.3pp |
| Annual return | 0.98% | 77.65%-76.7pp | 61.98%-61.0pp | 282.24%-281.3pp |
| Employer contribution / active EE | $5,104 | $6,252-18.4% | $5,564-8.3% | $4,866+4.9% |
| Participant deferral / active EE | $3,979 | $5,507-27.7% | $4,895-18.7% | $5,352-25.7% |
| Admin fee / account holder | $4,960 | $13,580-63.5% | $11,612-57.3% | $9,541-48.0% |