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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 | $128,262 | $185,312-30.8% | $161,489-20.6% | $154,746-17.1% |
| Participation rate | 80.0% | 82.5%-2.5pp | 78.7%+1.3pp | 80.7%-0.7pp |
| Annual return | 17.81% | 103.84%-86.0pp | 89.72%-71.9pp | 172.34%-154.5pp |
| Employer contribution / active EE | $2,407 | $4,769-49.5% | $4,268-43.6% | $4,379-45.0% |
| Participant deferral / active EE | $6,159 | $6,350-3.0% | $5,630+9.4% | $6,730-8.5% |
| Admin fee / account holder | $12,592 | $18,654-32.5% | $16,006-21.3% | $14,365-12.3% |