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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 | $86,554 | $129,737-33.3% | $119,126-27.3% | $154,746-44.1% |
| Participation rate | 85.7% | 78.9%+6.9pp | 75.8%+10.0pp | 80.7%+5.0pp |
| Annual return | 19.30% | 379.08%-359.8pp | 282.11%-262.8pp | 172.34%-153.0pp |
| Employer contribution / active EE | $3,176 | $4,375-27.4% | $4,034-21.3% | $4,379-27.5% |
| Participant deferral / active EE | $6,779 | $5,842+16.0% | $5,318+27.5% | $6,730+0.7% |
| Admin fee / account holder | $1,595 | $11,961-86.7% | $10,693-85.1% | $14,365-88.9% |