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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 | $58,469 | $162,136-63.9% | $152,301-61.6% | $154,746-62.2% |
| Participation rate | 82.4% | 84.1%-1.8pp | 82.4%-0.1pp | 80.7%+1.7pp |
| Annual return | 13.29% | 91.02%-77.7pp | 80.50%-67.2pp | 172.34%-159.0pp |
| Employer contribution / active EE | $3,105 | $4,890-36.5% | $4,624-32.9% | $4,379-29.1% |
| Participant deferral / active EE | $6,589 | $8,341-21.0% | $8,004-17.7% | $6,730-2.1% |
| Admin fee / account holder | $6,157 | $15,759-60.9% | $14,398-57.2% | $14,365-57.1% |