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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 | $75,256 | $162,136-53.6% | $152,301-50.6% | $154,746-51.4% |
| Participation rate | 93.8% | 84.1%+9.6pp | 82.4%+11.3pp | 80.7%+13.0pp |
| Annual return | 18.49% | 91.02%-72.5pp | 80.50%-62.0pp | 172.34%-153.8pp |
| Employer contribution / active EE | $2,561 | $4,890-47.6% | $4,624-44.6% | $4,379-41.5% |
| Participant deferral / active EE | $5,215 | $8,341-37.5% | $8,004-34.8% | $6,730-22.5% |
| Admin fee / account holder | $4,905 | $15,759-68.9% | $14,398-65.9% | $14,365-65.9% |