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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 | $156,398-43.6% | $147,318-40.1% | $138,895-36.5% |
| Participation rate | 83.3% | 83.8%-0.4pp | 82.1%+1.3pp | 79.9%+3.4pp |
| Annual return | 21.00% | 78.75%-57.7pp | 70.43%-49.4pp | 145.39%-124.4pp |
| Employer contribution / active EE | $3,173 | $4,853-34.6% | $4,593-30.9% | $4,194-24.3% |
| Participant deferral / active EE | $7,475 | $8,237-9.3% | $7,906-5.5% | $6,396+16.9% |
| Admin fee / account holder | $711 | $14,976-95.3% | $13,708-94.8% | $12,562-94.3% |