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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 | $91,881 | $211,224-56.5% | $178,505-48.5% | $145,897-37.0% |
| Participation rate | 85.7% | 80.8%+4.9pp | 77.1%+8.6pp | 80.3%+5.4pp |
| Annual return | 8.41% | 30.28%-21.9pp | 27.16%-18.7pp | 552.29%-543.9pp |
| Employer contribution / active EE | $5,881 | $4,577+28.5% | $3,955+48.7% | $4,663+26.1% |
| Participant deferral / active EE | $2,928 | $6,966-58.0% | $6,280-53.4% | $6,689-56.2% |
| Admin fee / account holder | $24,534 | $12,109+102.6% | $10,428+135.3% | $13,390+83.2% |