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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 | $82,123 | $147,556-44.3% | $129,031-36.4% | $198,609-58.7% |
| Participation rate | 94.4% | 77.2%+17.2pp | 73.4%+21.1pp | 82.4%+12.1pp |
| Annual return | 15.16% | 37.41%-22.2pp | 34.67%-19.5pp | 202.70%-187.5pp |
| Employer contribution / active EE | $3,545 | $3,645-2.8% | $3,226+9.9% | $5,055-29.9% |
| Participant deferral / active EE | $13,099 | $5,760+127.4% | $5,217+151.1% | $6,977+87.8% |
| Admin fee / account holder | $15,127 | $15,467-2.2% | $13,208+14.5% | $19,030-20.5% |