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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 | $88,922 | $111,535-20.3% | $105,223-15.5% | $137,256-35.2% |
| Participation rate | 76.9% | 78.1%-1.2pp | 75.0%+1.9pp | 80.0%-3.0pp |
| Annual return | 14.88% | 237.85%-223.0pp | 180.65%-165.8pp | 220.34%-205.5pp |
| Employer contribution / active EE | $18,677 | $3,939+374.1% | $3,689+406.4% | $4,156+349.4% |
| Participant deferral / active EE | $7,603 | $5,500+38.2% | $5,072+49.9% | $6,407+18.7% |
| Admin fee / account holder | $2,934 | $9,721-69.8% | $8,859-66.9% | $12,270-76.1% |