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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 | $86,030 | $165,399-48.0% | $149,745-42.5% | $158,982-45.9% |
| Participation rate | 83.3% | 84.6%-1.2pp | 82.5%+0.9pp | 82.0%+1.4pp |
| Annual return | 12.35% | 348.34%-336.0pp | 276.72%-264.4pp | 302.99%-290.6pp |
| Employer contribution / active EE | $1,501 | $5,105-70.6% | $4,646-67.7% | $4,763-68.5% |
| Participant deferral / active EE | $3,453 | $7,183-51.9% | $6,843-49.5% | $5,983-42.3% |
| Admin fee / account holder | $771 | $10,811-92.9% | $9,312-91.7% | $11,252-93.1% |