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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 | $85,610 | $108,922-21.4% | $100,398-14.7% | $145,978-41.4% |
| Participation rate | 83.3% | 83.0%+0.4pp | 81.5%+1.8pp | 80.3%+3.0pp |
| Annual return | 11.09% | 58.04%-47.0pp | 49.32%-38.2pp | 550.52%-539.4pp |
| Employer contribution / active EE | $1,487 | $4,426-66.4% | $3,946-62.3% | $4,662-68.1% |
| Participant deferral / active EE | $5,911 | $8,450-30.1% | $8,084-26.9% | $6,690-11.6% |
| Admin fee / account holder | $4,975 | $9,680-48.6% | $7,893-37.0% | $13,400-62.9% |