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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 | $63,822 | $148,629-57.1% | $135,982-53.1% | $139,487-54.2% |
| Participation rate | 78.9% | 83.9%-4.9pp | 81.9%-3.0pp | 80.3%-1.4pp |
| Annual return | 16.80% | 79.33%-62.5pp | 68.32%-51.5pp | 373.84%-357.0pp |
| Employer contribution / active EE | $3,626 | $5,247-30.9% | $4,859-25.4% | $4,755-23.7% |
| Participant deferral / active EE | $9,384 | $8,102+15.8% | $7,760+20.9% | $6,713+39.8% |
| Admin fee / account holder | $8,922 | $12,406-28.1% | $10,767-17.1% | $11,407-21.8% |