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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 | $80,999 | $165,381-51.0% | $149,730-45.9% | $158,966-49.0% |
| Participation rate | 92.3% | 84.6%+7.7pp | 82.5%+9.8pp | 82.0%+10.3pp |
| Annual return | 17.39% | 348.29%-330.9pp | 276.70%-259.3pp | 302.95%-285.6pp |
| Employer contribution / active EE | $2,218 | $5,104-56.5% | $4,645-52.3% | $4,762-53.4% |
| Participant deferral / active EE | $8,821 | $7,182+22.8% | $6,843+28.9% | $5,983+47.4% |
| Admin fee / account holder | $2,679 | $10,809-75.2% | $9,310-71.2% | $11,250-76.2% |