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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 | $59,601 | $181,062-67.1% | $158,223-62.3% | $155,188-61.6% |
| Participation rate | 82.4% | 82.7%-0.3pp | 79.2%+3.2pp | 80.8%+1.5pp |
| Annual return | 39.05% | 57.39%-18.3pp | 52.09%-13.0pp | 148.84%-109.8pp |
| Employer contribution / active EE | $2,635 | $4,565-42.3% | $4,109-35.9% | $4,248-38.0% |
| Participant deferral / active EE | $4,509 | $6,134-26.5% | $5,467-17.5% | $6,531-31.0% |
| Admin fee / account holder | $10,464 | $18,825-44.4% | $16,047-34.8% | $14,480-27.7% |