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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 | $74,608 | $107,368-30.5% | $92,915-19.7% | $152,909-51.2% |
| Participation rate | 85.7% | 79.8%+5.9pp | 76.0%+9.7pp | 82.5%+3.3pp |
| Annual return | 22.22% | 145.64%-123.4pp | 109.45%-87.2pp | 345.46%-323.2pp |
| Employer contribution / active EE | $3,100 | $4,222-26.6% | $3,653-15.2% | $4,764-34.9% |
| Participant deferral / active EE | $7,515 | $4,848+55.0% | $4,238+77.3% | $5,851+28.4% |
| Admin fee / account holder | $1,968 | $7,082-72.2% | $5,796-66.1% | $11,601-83.0% |