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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 | $75,104 | $154,228-51.3% | $145,433-48.4% | $137,256-45.3% |
| Participation rate | 85.7% | 83.8%+1.9pp | 82.1%+3.6pp | 80.0%+5.8pp |
| Annual return | 16.41% | 74.59%-58.2pp | 66.58%-50.2pp | 220.34%-203.9pp |
| Employer contribution / active EE | $2,566 | $4,804-46.6% | $4,554-43.7% | $4,156-38.2% |
| Participant deferral / active EE | $5,386 | $8,216-34.5% | $7,897-31.8% | $6,407-15.9% |
| Admin fee / account holder | $3,506 | $14,344-75.6% | $13,129-73.3% | $12,270-71.4% |