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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 | $185,312-46.1% | $161,489-38.2% | $154,746-35.5% |
| Participation rate | 83.3% | 82.5%+0.9pp | 78.7%+4.6pp | 80.7%+2.6pp |
| Annual return | 13.48% | 103.84%-90.4pp | 89.72%-76.2pp | 172.34%-158.9pp |
| Employer contribution / active EE | $2,477 | $4,769-48.1% | $4,268-42.0% | $4,379-43.4% |
| Participant deferral / active EE | $4,076 | $6,350-35.8% | $5,630-27.6% | $6,730-39.4% |
| Admin fee / account holder | $11,393 | $18,654-38.9% | $16,006-28.8% | $14,365-20.7% |