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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 | $88,200 | $157,829-44.1% | $136,867-35.6% | $198,609-55.6% |
| Participation rate | 88.9% | 77.2%+11.7pp | 74.5%+14.3pp | 82.4%+6.5pp |
| Annual return | 10.83% | 51.25%-40.4pp | 42.97%-32.1pp | 202.70%-191.9pp |
| Employer contribution / active EE | $3,932 | $3,923+0.2% | $3,547+10.9% | $5,055-22.2% |
| Participant deferral / active EE | $8,267 | $5,463+51.3% | $4,924+67.9% | $6,977+18.5% |
| Admin fee / account holder | $13,153 | $11,107+18.4% | $10,340+27.2% | $19,030-30.9% |