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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 | $148,048 | $223,823-33.9% | $211,142-29.9% | $154,746-4.3% |
| Participation rate | 91.7% | 87.9%+3.8pp | 87.3%+4.4pp | 80.7%+11.0pp |
| Annual return | 10.94% | 50.39%-39.5pp | 46.84%-35.9pp | 172.34%-161.4pp |
| Employer contribution / active EE | $4,640 | $6,787-31.6% | $6,442-28.0% | $4,379+6.0% |
| Participant deferral / active EE | $7,882 | $9,750-19.2% | $9,284-15.1% | $6,730+17.1% |
| Admin fee / account holder | $4,426 | $19,707-77.5% | $19,076-76.8% | $14,365-69.2% |