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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 | $94,564 | $139,948-32.4% | $121,663-22.3% | $154,746-38.9% |
| Participation rate | 93.8% | 78.0%+15.7pp | 74.5%+19.3pp | 80.7%+13.0pp |
| Annual return | 9.91% | 230.52%-220.6pp | 147.54%-137.6pp | 172.34%-162.4pp |
| Employer contribution / active EE | $2,171 | $3,521-38.3% | $3,020-28.1% | $4,379-50.4% |
| Participant deferral / active EE | $3,651 | $5,629-35.1% | $4,887-25.3% | $6,730-45.8% |
| Admin fee / account holder | $6,993 | $17,321-59.6% | $14,289-51.1% | $14,365-51.3% |