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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 | $75,879 | $96,524-21.4% | $75,9000% | $152,909-50.4% |
| Participation rate | 85.0% | 76.2%+8.8pp | 69.3%+15.7pp | 82.5%+2.5pp |
| Annual return | 19.99% | 33.93%-13.9pp | 30.73%-10.7pp | 345.46%-325.5pp |
| Employer contribution / active EE | $3,591 | $3,311+8.5% | $2,501+43.6% | $4,764-24.6% |
| Participant deferral / active EE | $9,644 | $4,554+111.8% | $3,604+167.6% | $5,851+64.8% |
| Admin fee / account holder | $7,097 | $8,082-12.2% | $5,421+30.9% | $11,601-38.8% |