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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 | $89,843 | $114,119-21.3% | $107,187-16.2% | $138,895-35.3% |
| Participation rate | 83.3% | 78.1%+5.3pp | 75.0%+8.3pp | 79.9%+3.4pp |
| Annual return | 14.74% | 273.21%-258.5pp | 204.55%-189.8pp | 145.39%-130.6pp |
| Employer contribution / active EE | $2,603 | $4,059-35.9% | $3,782-31.2% | $4,194-37.9% |
| Participant deferral / active EE | $5,464 | $5,538-1.3% | $5,096+7.2% | $6,396-14.6% |
| Admin fee / account holder | $2,851 | $10,024-71.6% | $9,162-68.9% | $12,562-77.3% |