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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 | $129,737-30.7% | $119,126-24.6% | $154,746-41.9% |
| Participation rate | 83.3% | 78.9%+4.5pp | 75.8%+7.6pp | 80.7%+2.6pp |
| Annual return | 14.74% | 379.08%-364.3pp | 282.11%-267.4pp | 172.34%-157.6pp |
| Employer contribution / active EE | $2,603 | $4,375-40.5% | $4,034-35.5% | $4,379-40.6% |
| Participant deferral / active EE | $5,464 | $5,842-6.5% | $5,318+2.7% | $6,730-18.8% |
| Admin fee / account holder | $2,851 | $11,961-76.2% | $10,693-73.3% | $14,365-80.2% |