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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 | $28,909 | $156,398-81.5% | $147,318-80.4% | $138,895-79.2% |
| Participation rate | 93.8% | 83.8%+10.0pp | 82.1%+11.7pp | 79.9%+13.8pp |
| Annual return | 20.70% | 78.75%-58.1pp | 70.43%-49.7pp | 145.39%-124.7pp |
| Employer contribution / active EE | $2,095 | $4,853-56.8% | $4,593-54.4% | $4,194-50.0% |
| Participant deferral / active EE | $7,696 | $8,237-6.6% | $7,906-2.7% | $6,396+20.3% |
| Admin fee / account holder | $5,985 | $14,976-60.0% | $13,708-56.3% | $12,562-52.4% |