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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 | $117,490 | $172,111-31.7% | $150,298-21.8% | $137,256-14.4% |
| Participation rate | 90.9% | 81.7%+9.2pp | 77.8%+13.1pp | 80.0%+10.9pp |
| Annual return | 15.66% | 69.37%-53.7pp | 62.79%-47.1pp | 220.34%-204.7pp |
| Employer contribution / active EE | $2,533 | $4,636-45.4% | $4,154-39.0% | $4,156-39.1% |
| Participant deferral / active EE | $7,640 | $6,166+23.9% | $5,453+40.1% | $6,407+19.3% |
| Admin fee / account holder | $1,492 | $16,471-90.9% | $14,116-89.4% | $12,270-87.8% |