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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 | $91,524 | $162,812-43.8% | $133,971-31.7% | $158,966-42.4% |
| Participation rate | 94.1% | 83.2%+10.9pp | 79.8%+14.3pp | 82.0%+12.2pp |
| Annual return | 25.86% | 41.94%-16.1pp | 45.09%-19.2pp | 302.95%-277.1pp |
| Employer contribution / active EE | $2,903 | $4,976-41.7% | $3,919-25.9% | $4,762-39.0% |
| Participant deferral / active EE | $6,094 | $5,910+3.1% | $5,047+20.7% | $5,983+1.9% |
| Admin fee / account holder | $10,032 | $11,741-14.6% | $8,929+12.4% | $11,250-10.8% |