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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 | $63,591 | $156,398-59.3% | $147,318-56.8% | $138,895-54.2% |
| Participation rate | 81.8% | 83.8%-1.9pp | 82.1%-0.2pp | 79.9%+1.9pp |
| Annual return | 21.11% | 78.75%-57.6pp | 70.43%-49.3pp | 145.39%-124.3pp |
| Employer contribution / active EE | $3,035 | $4,853-37.5% | $4,593-33.9% | $4,194-27.6% |
| Participant deferral / active EE | $10,545 | $8,237+28.0% | $7,906+33.4% | $6,396+64.9% |
| Admin fee / account holder | $7,855 | $14,976-47.5% | $13,708-42.7% | $12,562-37.5% |