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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 | $98,346 | $157,304-37.5% | $141,197-30.3% | $152,909-35.7% |
| Participation rate | 87.5% | 84.8%+2.7pp | 82.5%+5.0pp | 82.5%+5.0pp |
| Annual return | 17.84% | 64.34%-46.5pp | 71.41%-53.6pp | 345.46%-327.6pp |
| Employer contribution / active EE | $1,666 | $5,263-68.3% | $4,736-64.8% | $4,764-65.0% |
| Participant deferral / active EE | $6,609 | $7,111-7.1% | $6,710-1.5% | $5,851+12.9% |
| Admin fee / account holder | $1,086 | $12,126-91.0% | $10,265-89.4% | $11,601-90.6% |