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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 | $89,418 | $129,737-31.1% | $119,126-24.9% | $154,746-42.2% |
| Participation rate | 85.7% | 78.9%+6.9pp | 75.8%+10.0pp | 80.7%+5.0pp |
| Annual return | 17.88% | 379.08%-361.2pp | 282.11%-264.2pp | 172.34%-154.5pp |
| Employer contribution / active EE | $2,122 | $4,375-51.5% | $4,034-47.4% | $4,379-51.5% |
| Participant deferral / active EE | $7,503 | $5,842+28.4% | $5,318+41.1% | $6,730+11.5% |
| Admin fee / account holder | $9,015 | $11,961-24.6% | $10,693-15.7% | $14,365-37.2% |