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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 | $15,845 | $111,535-85.8% | $105,223-84.9% | $137,256-88.5% |
| Participation rate | 91.7% | 78.1%+13.6pp | 75.0%+16.6pp | 80.0%+11.7pp |
| Annual return | 26.54% | 237.85%-211.3pp | 180.65%-154.1pp | 220.34%-193.8pp |
| Employer contribution / active EE | $3,587 | $3,939-8.9% | $3,689-2.7% | $4,156-13.7% |
| Participant deferral / active EE | $5,007 | $5,500-9.0% | $5,072-1.3% | $6,407-21.8% |
| Admin fee / account holder | $2,603 | $9,721-73.2% | $8,859-70.6% | $12,270-78.8% |