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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 | $88,922 | $125,778-29.3% | $114,563-22.4% | $154,746-42.5% |
| Participation rate | 83.3% | 75.2%+8.1pp | 72.9%+10.4pp | 80.7%+2.6pp |
| Annual return | 19.26% | 295.14%-275.9pp | 241.09%-221.8pp | 172.34%-153.1pp |
| Employer contribution / active EE | $1,475 | $2,806-47.4% | $2,592-43.1% | $4,379-66.3% |
| Participant deferral / active EE | $9,214 | $4,445+107.3% | $4,142+122.5% | $6,730+36.9% |
| Admin fee / account holder | $2,137 | $8,190-73.9% | $7,623-72.0% | $14,365-85.1% |