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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 | $80,809 | $209,336-61.4% | $197,124-59.0% | $137,256-41.1% |
| Participation rate | 92.9% | 87.3%+5.6pp | 86.7%+6.1pp | 80.0%+12.9pp |
| Annual return | 16.82% | 48.09%-31.3pp | 44.34%-27.5pp | 220.34%-203.5pp |
| Employer contribution / active EE | $1,362 | $6,591-79.3% | $6,227-78.1% | $4,156-67.2% |
| Participant deferral / active EE | $6,679 | $9,614-30.5% | $9,135-26.9% | $6,407+4.2% |
| Admin fee / account holder | $3,698 | $17,308-78.6% | $16,298-77.3% | $12,270-69.9% |