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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 | $81,228 | $172,111-52.8% | $150,298-46.0% | $137,256-40.8% |
| Participation rate | 90.0% | 81.7%+8.3pp | 77.8%+12.2pp | 80.0%+10.0pp |
| Annual return | 18.39% | 69.37%-51.0pp | 62.79%-44.4pp | 220.34%-201.9pp |
| Employer contribution / active EE | $3,635 | $4,636-21.6% | $4,154-12.5% | $4,156-12.5% |
| Participant deferral / active EE | $6,158 | $6,166-0.1% | $5,453+12.9% | $6,407-3.9% |
| Admin fee / account holder | $1,361 | $16,471-91.7% | $14,116-90.4% | $12,270-88.9% |