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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 | $91,813 | $165,399-44.5% | $149,745-38.7% | $158,982-42.2% |
| Participation rate | 85.7% | 84.6%+1.1pp | 82.5%+3.2pp | 82.0%+3.7pp |
| Annual return | 17.63% | 348.34%-330.7pp | 276.72%-259.1pp | 302.99%-285.4pp |
| Employer contribution / active EE | $2,416 | $5,105-52.7% | $4,646-48.0% | $4,763-49.3% |
| Participant deferral / active EE | $3,703 | $7,183-48.4% | $6,843-45.9% | $5,983-38.1% |
| Admin fee / account holder | $6,667 | $10,811-38.3% | $9,312-28.4% | $11,252-40.7% |