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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 | $84,869 | $111,535-23.9% | $105,223-19.3% | $137,256-38.2% |
| Participation rate | 85.7% | 78.1%+7.6pp | 75.0%+10.7pp | 80.0%+5.8pp |
| Annual return | 11.62% | 237.85%-226.2pp | 180.65%-169.0pp | 220.34%-208.7pp |
| Employer contribution / active EE | $3,387 | $3,939-14.0% | $3,689-8.2% | $4,156-18.5% |
| Participant deferral / active EE | $7,710 | $5,500+40.2% | $5,072+52.0% | $6,407+20.3% |
| Admin fee / account holder | $22,939 | $9,721+136.0% | $8,859+158.9% | $12,270+86.9% |