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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 | $33,605 | $114,119-70.6% | $107,187-68.6% | $138,895-75.8% |
| Participation rate | 85.7% | 78.1%+7.6pp | 75.0%+10.7pp | 79.9%+5.8pp |
| Annual return | 17.75% | 273.21%-255.5pp | 204.55%-186.8pp | 145.39%-127.6pp |
| Employer contribution / active EE | $2,708 | $4,059-33.3% | $3,782-28.4% | $4,194-35.4% |
| Participant deferral / active EE | $4,374 | $5,538-21.0% | $5,096-14.2% | $6,396-31.6% |
| Admin fee / account holder | $4,309 | $10,024-57.0% | $9,162-53.0% | $12,562-65.7% |