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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 | $78,009 | $86,298-9.6% | $111,308-29.9% | $85,847-9.1% |
| Participation rate | 73.5% | 73.3%+0.2pp | 77.3%-3.8pp | 69.3%+4.2pp |
| Annual return | 14.18% | 19.99%-5.8pp | 54.67%-40.5pp | 318.61%-304.4pp |
| Employer contribution / active EE | $2,837 | $2,044+38.8% | $2,732+3.8% | $2,565+10.6% |
| Participant deferral / active EE | $6,216 | $3,641+70.7% | $4,487+38.5% | $3,952+57.3% |
| Admin fee / account holder | $852 | $8,189-89.6% | $7,965-89.3% | $6,261-86.4% |