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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 | $78,537 | $112,729-30.3% | $98,716-20.4% | $137,256-42.8% |
| Participation rate | 85.7% | 74.2%+11.5pp | 69.3%+16.4pp | 80.0%+5.8pp |
| Annual return | 14.64% | 38.48%-23.8pp | 31.81%-17.2pp | 220.34%-205.7pp |
| Employer contribution / active EE | $2,222 | $2,725-18.5% | $2,279-2.5% | $4,156-46.5% |
| Participant deferral / active EE | $9,125 | $4,640+96.6% | $4,048+125.4% | $6,407+42.4% |
| Admin fee / account holder | $7,208 | $10,129-28.8% | $8,703-17.2% | $12,270-41.3% |