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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 | $78,043 | $223,823-65.1% | $211,142-63.0% | $154,746-49.6% |
| Participation rate | 88.2% | 87.9%+0.4pp | 87.3%+0.9pp | 80.7%+7.5pp |
| Annual return | 18.88% | 50.39%-31.5pp | 46.84%-28.0pp | 172.34%-153.5pp |
| Employer contribution / active EE | $1,773 | $6,787-73.9% | $6,442-72.5% | $4,379-59.5% |
| Participant deferral / active EE | $7,167 | $9,750-26.5% | $9,284-22.8% | $6,730+6.5% |
| Admin fee / account holder | $8,393 | $19,707-57.4% | $19,076-56.0% | $14,365-41.6% |