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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 | $61,846 | $114,119-45.8% | $107,187-42.3% | $138,895-55.5% |
| Participation rate | 85.0% | 78.1%+6.9pp | 75.0%+10.0pp | 79.9%+5.1pp |
| Annual return | 19.50% | 273.21%-253.7pp | 204.55%-185.0pp | 145.39%-125.9pp |
| Employer contribution / active EE | $3,348 | $4,059-17.5% | $3,782-11.5% | $4,194-20.2% |
| Participant deferral / active EE | $5,406 | $5,538-2.4% | $5,096+6.1% | $6,396-15.5% |
| Admin fee / account holder | $2,374 | $10,024-76.3% | $9,162-74.1% | $12,562-81.1% |