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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 | $94,600 | $148,623-36.3% | $135,974-30.4% | $139,466-32.2% |
| Participation rate | 87.5% | 83.9%+3.6pp | 81.9%+5.6pp | 80.3%+7.2pp |
| Annual return | 17.14% | 79.30%-62.2pp | 68.30%-51.2pp | 373.66%-356.5pp |
| Employer contribution / active EE | $3,429 | $5,246-34.6% | $4,859-29.4% | $4,754-27.9% |
| Participant deferral / active EE | $6,351 | $8,103-21.6% | $7,760-18.2% | $6,712-5.4% |
| Admin fee / account holder | $2,811 | $12,406-77.3% | $10,767-73.9% | $11,409-75.4% |