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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 | $87,384 | $148,629-41.2% | $135,982-35.7% | $139,487-37.4% |
| Participation rate | 93.8% | 83.9%+9.9pp | 81.9%+11.8pp | 80.3%+13.4pp |
| Annual return | 23.01% | 79.33%-56.3pp | 68.32%-45.3pp | 373.84%-350.8pp |
| Employer contribution / active EE | $3,386 | $5,247-35.5% | $4,859-30.3% | $4,755-28.8% |
| Participant deferral / active EE | $7,659 | $8,102-5.5% | $7,760-1.3% | $6,713+14.1% |
| Admin fee / account holder | $4,973 | $12,406-59.9% | $10,767-53.8% | $11,407-56.4% |