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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 | $118,749 | $211,105-43.7% | $178,449-33.5% | $145,978-18.7% |
| Participation rate | 80.0% | 80.8%-0.8pp | 77.1%+2.9pp | 80.3%-0.3pp |
| Annual return | 10.17% | 30.19%-20.0pp | 27.09%-16.9pp | 550.52%-540.3pp |
| Employer contribution / active EE | $3,424 | $4,569-25.1% | $3,951-13.3% | $4,662-26.6% |
| Participant deferral / active EE | $4,294 | $6,959-38.3% | $6,277-31.6% | $6,690-35.8% |
| Admin fee / account holder | $535 | $12,017-95.5% | $10,362-94.8% | $13,400-96.0% |