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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 | $99,858 | $172,111-42.0% | $150,298-33.6% | $137,256-27.2% |
| Participation rate | 83.3% | 81.7%+1.6pp | 77.8%+5.6pp | 80.0%+3.4pp |
| Annual return | 13.48% | 69.37%-55.9pp | 62.79%-49.3pp | 220.34%-206.9pp |
| Employer contribution / active EE | $2,477 | $4,636-46.6% | $4,154-40.4% | $4,156-40.4% |
| Participant deferral / active EE | $4,076 | $6,166-33.9% | $5,453-25.2% | $6,407-36.4% |
| Admin fee / account holder | $11,393 | $16,471-30.8% | $14,116-19.3% | $12,270-7.2% |