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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 | $57,284 | $114,119-49.8% | $107,187-46.6% | $138,895-58.8% |
| Participation rate | 80.0% | 78.1%+1.9pp | 75.0%+5.0pp | 79.9%+0.1pp |
| Annual return | 13.98% | 273.21%-259.2pp | 204.55%-190.6pp | 145.39%-131.4pp |
| Employer contribution / active EE | $5,374 | $4,059+32.4% | $3,782+42.1% | $4,194+28.1% |
| Participant deferral / active EE | $5,650 | $5,538+2.0% | $5,096+10.9% | $6,396-11.7% |
| Admin fee / account holder | $10,373 | $10,024+3.5% | $9,162+13.2% | $12,562-17.4% |