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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 | $31,766 | $111,535-71.5% | $105,223-69.8% | $137,256-76.9% |
| Participation rate | 85.7% | 78.1%+7.6pp | 75.0%+10.7pp | 80.0%+5.8pp |
| Annual return | 21.87% | 237.85%-216.0pp | 180.65%-158.8pp | 220.34%-198.5pp |
| Employer contribution / active EE | $2,763 | $3,939-29.9% | $3,689-25.1% | $4,156-33.5% |
| Participant deferral / active EE | $6,021 | $5,500+9.5% | $5,072+18.7% | $6,407-6.0% |
| Admin fee / account holder | $1,861 | $9,721-80.9% | $8,859-79.0% | $12,270-84.8% |