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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 | $85,549 | $212,386-59.7% | $199,883-57.2% | $138,895-38.4% |
| Participation rate | 78.6% | 87.4%-8.8pp | 86.8%-8.2pp | 79.9%-1.3pp |
| Annual return | 13.44% | 47.75%-34.3pp | 43.81%-30.4pp | 145.39%-132.0pp |
| Employer contribution / active EE | $4,669 | $6,625-29.5% | $6,261-25.4% | $4,194+11.3% |
| Participant deferral / active EE | $5,982 | $9,617-37.8% | $9,138-34.5% | $6,396-6.5% |
| Admin fee / account holder | $3,771 | $18,233-79.3% | $17,268-78.2% | $12,562-70.0% |