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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 | $79,410 | $107,353-26.0% | $92,903-14.5% | $152,885-48.1% |
| Participation rate | 77.3% | 79.8%-2.5pp | 76.0%+1.3pp | 82.5%-5.2pp |
| Annual return | 26.10% | 145.62%-119.5pp | 109.43%-83.3pp | 345.39%-319.3pp |
| Employer contribution / active EE | $3,639 | $4,222-13.8% | $3,653-0.4% | $4,763-23.6% |
| Participant deferral / active EE | $7,068 | $4,848+45.8% | $4,238+66.8% | $5,851+20.8% |
| Admin fee / account holder | $2,614 | $7,081-63.1% | $5,795-54.9% | $11,598-77.5% |