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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 | $108,688 | $223,823-51.4% | $211,142-48.5% | $154,746-29.8% |
| Participation rate | 87.5% | 87.9%-0.4pp | 87.3%+0.2pp | 80.7%+6.8pp |
| Annual return | 35.67% | 50.39%-14.7pp | 46.84%-11.2pp | 172.34%-136.7pp |
| Employer contribution / active EE | $3,424 | $6,787-49.5% | $6,442-46.8% | $4,379-21.8% |
| Participant deferral / active EE | $12,514 | $9,750+28.3% | $9,284+34.8% | $6,730+85.9% |
| Admin fee / account holder | $6,826 | $19,707-65.4% | $19,076-64.2% | $14,365-52.5% |