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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 | $84,850 | $181,062-53.1% | $158,223-46.4% | $155,188-45.3% |
| Participation rate | 81.8% | 82.7%-0.8pp | 79.2%+2.6pp | 80.8%+1.0pp |
| Annual return | 20.28% | 57.39%-37.1pp | 52.09%-31.8pp | 148.84%-128.6pp |
| Employer contribution / active EE | $7,180 | $4,565+57.3% | $4,109+74.7% | $4,248+69.0% |
| Participant deferral / active EE | $7,913 | $6,134+29.0% | $5,467+44.7% | $6,531+21.2% |
| Admin fee / account holder | $2,432 | $18,825-87.1% | $16,047-84.8% | $14,480-83.2% |