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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 | $106,026 | $165,399-35.9% | $149,745-29.2% | $158,982-33.3% |
| Participation rate | 87.5% | 84.6%+2.9pp | 82.5%+5.0pp | 82.0%+5.5pp |
| Annual return | 9.40% | 348.34%-338.9pp | 276.72%-267.3pp | 302.99%-293.6pp |
| Employer contribution / active EE | $2,662 | $5,105-47.8% | $4,646-42.7% | $4,763-44.1% |
| Participant deferral / active EE | $7,523 | $7,183+4.7% | $6,843+9.9% | $5,983+25.7% |
| Admin fee / account holder | $26,786 | $10,811+147.8% | $9,312+187.7% | $11,252+138.1% |