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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 | $78,659 | $125,193-37.2% | $105,591-25.5% | $145,978-46.1% |
| Participation rate | 80.0% | 77.6%+2.4pp | 75.3%+4.7pp | 80.3%-0.3pp |
| Annual return | 12.11% | 225.53%-213.4pp | 116.43%-104.3pp | 550.52%-538.4pp |
| Employer contribution / active EE | $2,293 | $3,718-38.3% | $3,166-27.6% | $4,662-50.8% |
| Participant deferral / active EE | $6,950 | $5,708+21.8% | $5,008+38.8% | $6,690+3.9% |
| Admin fee / account holder | $2,075 | $17,277-88.0% | $11,024-81.2% | $13,400-84.5% |