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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 | $79,743 | $111,535-28.5% | $105,223-24.2% | $137,256-41.9% |
| Participation rate | 77.8% | 78.1%-0.3pp | 75.0%+2.7pp | 80.0%-2.2pp |
| Annual return | 18.46% | 237.85%-219.4pp | 180.65%-162.2pp | 220.34%-201.9pp |
| Employer contribution / active EE | $2,139 | $3,939-45.7% | $3,689-42.0% | $4,156-48.5% |
| Participant deferral / active EE | $3,865 | $5,500-29.7% | $5,072-23.8% | $6,407-39.7% |
| Admin fee / account holder | $2,677 | $9,721-72.5% | $8,859-69.8% | $12,270-78.2% |