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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 | $68,467 | $111,535-38.6% | $105,223-34.9% | $137,256-50.1% |
| Participation rate | 87.5% | 78.1%+9.4pp | 75.0%+12.5pp | 80.0%+7.5pp |
| Annual return | 15.70% | 237.85%-222.2pp | 180.65%-164.9pp | 220.34%-204.6pp |
| Employer contribution / active EE | $2,600 | $3,939-34.0% | $3,689-29.5% | $4,156-37.4% |
| Participant deferral / active EE | $5,640 | $5,500+2.6% | $5,072+11.2% | $6,407-12.0% |
| Admin fee / account holder | $5,399 | $9,721-44.5% | $8,859-39.1% | $12,270-56.0% |