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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 | $211,288-43.8% | $178,540-33.5% | $145,884-18.6% |
| Participation rate | 80.0% | 80.8%-0.8pp | 77.1%+2.9pp | 80.3%-0.3pp |
| Annual return | 10.17% | 30.27%-20.1pp | 27.15%-17.0pp | 551.85%-541.7pp |
| Employer contribution / active EE | $3,424 | $4,574-25.1% | $3,953-13.4% | $4,662-26.6% |
| Participant deferral / active EE | $4,294 | $6,967-38.4% | $6,281-31.6% | $6,690-35.8% |
| Admin fee / account holder | $535 | $12,105-95.6% | $10,424-94.9% | $13,392-96.0% |