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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 | $84,355 | $121,677-30.7% | $104,625-19.4% | $158,966-46.9% |
| Participation rate | 85.0% | 77.5%+7.5pp | 74.1%+10.9pp | 82.0%+3.0pp |
| Annual return | 15.64% | 465.58%-449.9pp | 340.60%-325.0pp | 302.95%-287.3pp |
| Employer contribution / active EE | $3,798 | $3,165+20.0% | $2,681+41.6% | $4,762-20.2% |
| Participant deferral / active EE | $6,386 | $4,175+52.9% | $3,738+70.9% | $5,983+6.7% |
| Admin fee / account holder | $1,176 | $7,777-84.9% | $6,465-81.8% | $11,250-89.5% |