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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 | $111,535-16.8% | $105,223-11.8% | $137,256-32.4% |
| Participation rate | 81.8% | 78.1%+3.7pp | 75.0%+6.8pp | 80.0%+1.9pp |
| Annual return | 18.65% | 237.85%-219.2pp | 180.65%-162.0pp | 220.34%-201.7pp |
| Employer contribution / active EE | $3,049 | $3,939-22.6% | $3,689-17.4% | $4,156-26.6% |
| Participant deferral / active EE | $12,068 | $5,500+119.4% | $5,072+137.9% | $6,407+88.4% |
| Admin fee / account holder | $6,323 | $9,721-35.0% | $8,859-28.6% | $12,270-48.5% |