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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 | $93,971 | $162,136-42.0% | $152,301-38.3% | $154,746-39.3% |
| Participation rate | 85.7% | 84.1%+1.6pp | 82.4%+3.3pp | 80.7%+5.0pp |
| Annual return | 17.32% | 91.02%-73.7pp | 80.50%-63.2pp | 172.34%-155.0pp |
| Employer contribution / active EE | $2,372 | $4,890-51.5% | $4,624-48.7% | $4,379-45.8% |
| Participant deferral / active EE | $4,642 | $8,341-44.3% | $8,004-42.0% | $6,730-31.0% |
| Admin fee / account holder | $11,040 | $15,759-29.9% | $14,398-23.3% | $14,365-23.1% |