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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 | $92,833 | $114,119-18.7% | $107,187-13.4% | $138,895-33.2% |
| Participation rate | 81.8% | 78.1%+3.7pp | 75.0%+6.8pp | 79.9%+1.9pp |
| Annual return | 18.65% | 273.21%-254.6pp | 204.55%-185.9pp | 145.39%-126.7pp |
| Employer contribution / active EE | $3,049 | $4,059-24.9% | $3,782-19.4% | $4,194-27.3% |
| Participant deferral / active EE | $12,068 | $5,538+117.9% | $5,096+136.8% | $6,396+88.7% |
| Admin fee / account holder | $6,323 | $10,024-36.9% | $9,162-31.0% | $12,562-49.7% |