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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 | $61,575 | $129,737-52.5% | $119,126-48.3% | $154,746-60.2% |
| Participation rate | 87.5% | 78.9%+8.6pp | 75.8%+11.7pp | 80.7%+6.8pp |
| Annual return | 14.61% | 379.08%-364.5pp | 282.11%-267.5pp | 172.34%-157.7pp |
| Employer contribution / active EE | $4,639 | $4,375+6.0% | $4,034+15.0% | $4,379+5.9% |
| Participant deferral / active EE | $3,406 | $5,842-41.7% | $5,318-35.9% | $6,730-49.4% |
| Admin fee / account holder | $3,589 | $11,961-70.0% | $10,693-66.4% | $14,365-75.0% |