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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 | $80,427 | $111,535-27.9% | $105,223-23.6% | $137,256-41.4% |
| Participation rate | 89.5% | 78.1%+11.4pp | 75.0%+14.4pp | 80.0%+9.5pp |
| Annual return | 17.39% | 237.85%-220.5pp | 180.65%-163.3pp | 220.34%-203.0pp |
| Employer contribution / active EE | $5,058 | $3,939+28.4% | $3,689+37.1% | $4,156+21.7% |
| Participant deferral / active EE | $4,613 | $5,500-16.1% | $5,072-9.1% | $6,407-28.0% |
| Admin fee / account holder | $12,737 | $9,721+31.0% | $8,859+43.8% | $12,270+3.8% |