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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 | $90,034 | $111,535-19.3% | $105,223-14.4% | $137,256-34.4% |
| Participation rate | 85.7% | 78.1%+7.6pp | 75.0%+10.7pp | 80.0%+5.8pp |
| Annual return | 20.44% | 237.85%-217.4pp | 180.65%-160.2pp | 220.34%-199.9pp |
| Employer contribution / active EE | $2,173 | $3,939-44.8% | $3,689-41.1% | $4,156-47.7% |
| Participant deferral / active EE | $6,461 | $5,500+17.5% | $5,072+27.4% | $6,407+0.8% |
| Admin fee / account holder | $8,396 | $9,721-13.6% | $8,859-5.2% | $12,270-31.6% |