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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 | $142,354-41.3% | $125,529-33.5% | $155,188-46.2% |
| Participation rate | 87.5% | 78.1%+9.4pp | 74.7%+12.8pp | 80.8%+6.7pp |
| Annual return | 15.64% | 306.06%-290.4pp | 202.56%-186.9pp | 148.84%-133.2pp |
| Employer contribution / active EE | $2,166 | $3,501-38.1% | $3,058-29.2% | $4,248-49.0% |
| Participant deferral / active EE | $5,873 | $5,491+7.0% | $4,813+22.0% | $6,531-10.1% |
| Admin fee / account holder | $21,388 | $19,392+10.3% | $16,298+31.2% | $14,480+47.7% |