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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 | $78,267 | $181,062-56.8% | $158,223-50.5% | $155,188-49.6% |
| Participation rate | 92.9% | 82.7%+10.2pp | 79.2%+13.7pp | 80.8%+12.1pp |
| Annual return | 15.67% | 57.39%-41.7pp | 52.09%-36.4pp | 148.84%-133.2pp |
| Employer contribution / active EE | $2,419 | $4,565-47.0% | $4,109-41.1% | $4,248-43.0% |
| Participant deferral / active EE | $7,187 | $6,134+17.2% | $5,467+31.5% | $6,531+10.0% |
| Admin fee / account holder | $6,398 | $18,825-66.0% | $16,047-60.1% | $14,480-55.8% |