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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 | $88,921 | $182,823-51.4% | $161,596-45.0% | $198,609-55.2% |
| Participation rate | 76.5% | 81.5%-5.0pp | 80.7%-4.2pp | 82.4%-5.9pp |
| Annual return | 26.22% | 484.64%-458.4pp | 389.92%-363.7pp | 202.70%-176.5pp |
| Employer contribution / active EE | $5,468 | $4,109+33.1% | $3,977+37.5% | $5,055+8.2% |
| Participant deferral / active EE | $11,480 | $7,056+62.7% | $6,750+70.1% | $6,977+64.5% |
| Admin fee / account holder | $3,571 | $15,687-77.2% | $13,161-72.9% | $19,030-81.2% |