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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 | $34,651 | $99,053-65.0% | $88,179-60.7% | $138,895-75.1% |
| Participation rate | 85.7% | 74.2%+11.5pp | 69.1%+16.6pp | 79.9%+5.8pp |
| Annual return | 12.68% | 78.17%-65.5pp | 64.97%-52.3pp | 145.39%-132.7pp |
| Employer contribution / active EE | $2,933 | $2,882+1.8% | $2,549+15.1% | $4,194-30.1% |
| Participant deferral / active EE | $5,468 | $5,225+4.6% | $4,614+18.5% | $6,396-14.5% |
| Admin fee / account holder | $10,217 | $8,748+16.8% | $7,673+33.2% | $12,562-18.7% |