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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 | $67,695 | $148,582-54.4% | $135,942-50.2% | $139,456-51.5% |
| Participation rate | 87.5% | 83.9%+3.6pp | 81.9%+5.6pp | 80.3%+7.2pp |
| Annual return | 27.73% | 79.26%-51.5pp | 68.28%-40.6pp | 373.45%-345.7pp |
| Employer contribution / active EE | $2,997 | $5,245-42.9% | $4,858-38.3% | $4,753-36.9% |
| Participant deferral / active EE | $10,260 | $8,101+26.6% | $7,759+32.2% | $6,711+52.9% |
| Admin fee / account holder | $2,898 | $12,402-76.6% | $10,764-73.1% | $11,407-74.6% |