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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 | $56,002 | $154,228-63.7% | $145,433-61.5% | $137,256-59.2% |
| Participation rate | 93.3% | 83.8%+9.5pp | 82.1%+11.2pp | 80.0%+13.4pp |
| Annual return | 17.09% | 74.59%-57.5pp | 66.58%-49.5pp | 220.34%-203.3pp |
| Employer contribution / active EE | $2,627 | $4,804-45.3% | $4,554-42.3% | $4,156-36.8% |
| Participant deferral / active EE | $7,575 | $8,216-7.8% | $7,897-4.1% | $6,407+18.2% |
| Admin fee / account holder | $2,936 | $14,344-79.5% | $13,129-77.6% | $12,270-76.1% |