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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 | $75,768 | $181,062-58.2% | $158,223-52.1% | $155,188-51.2% |
| Participation rate | 83.3% | 82.7%+0.7pp | 79.2%+4.1pp | 80.8%+2.5pp |
| Annual return | 13.04% | 57.39%-44.4pp | 52.09%-39.1pp | 148.84%-135.8pp |
| Employer contribution / active EE | $2,068 | $4,565-54.7% | $4,109-49.7% | $4,248-51.3% |
| Participant deferral / active EE | $10,386 | $6,134+69.3% | $5,467+90.0% | $6,531+59.0% |
| Admin fee / account holder | $4,891 | $18,825-74.0% | $16,047-69.5% | $14,480-66.2% |