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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 | $88,256 | $154,228-42.8% | $145,433-39.3% | $137,256-35.7% |
| Participation rate | 83.3% | 83.8%-0.5pp | 82.1%+1.2pp | 80.0%+3.4pp |
| Annual return | 21.00% | 74.59%-53.6pp | 66.58%-45.6pp | 220.34%-199.3pp |
| Employer contribution / active EE | $3,173 | $4,804-33.9% | $4,554-30.3% | $4,156-23.6% |
| Participant deferral / active EE | $7,475 | $8,216-9.0% | $7,897-5.3% | $6,407+16.7% |
| Admin fee / account holder | $711 | $14,344-95.0% | $13,129-94.6% | $12,270-94.2% |