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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 | $79,131 | $165,399-52.2% | $149,745-47.2% | $158,982-50.2% |
| Participation rate | 81.8% | 84.6%-2.8pp | 82.5%-0.7pp | 82.0%-0.1pp |
| Annual return | 16.01% | 348.34%-332.3pp | 276.72%-260.7pp | 302.99%-287.0pp |
| Employer contribution / active EE | $2,355 | $5,105-53.9% | $4,646-49.3% | $4,763-50.6% |
| Participant deferral / active EE | $4,659 | $7,183-35.1% | $6,843-31.9% | $5,983-22.1% |
| Admin fee / account holder | $8,625 | $10,811-20.2% | $9,312-7.4% | $11,252-23.3% |