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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 | $92,566 | $132,634-30.2% | $115,768-20.0% | $137,256-32.6% |
| Participation rate | 91.7% | 77.9%+13.8pp | 74.4%+17.3pp | 80.0%+11.7pp |
| Annual return | 13.35% | 160.70%-147.4pp | 100.46%-87.1pp | 220.34%-207.0pp |
| Employer contribution / active EE | $2,061 | $3,360-38.7% | $2,940-29.9% | $4,156-50.4% |
| Participant deferral / active EE | $6,009 | $5,619+6.9% | $4,917+22.2% | $6,407-6.2% |
| Admin fee / account holder | $5,571 | $15,028-62.9% | $12,439-55.2% | $12,270-54.6% |