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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 | $83,536 | $132,099-36.8% | $115,599-27.7% | $138,895-39.9% |
| Participation rate | 87.5% | 77.9%+9.6pp | 74.3%+13.2pp | 79.9%+7.6pp |
| Annual return | 15.64% | 176.76%-161.1pp | 111.10%-95.5pp | 145.39%-129.8pp |
| Employer contribution / active EE | $2,166 | $3,416-36.6% | $2,955-26.7% | $4,194-48.4% |
| Participant deferral / active EE | $5,873 | $5,617+4.6% | $4,889+20.1% | $6,396-8.2% |
| Admin fee / account holder | $21,388 | $15,650+36.7% | $12,841+66.6% | $12,562+70.3% |