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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 | $92,787 | $156,398-40.7% | $147,318-37.0% | $138,895-33.2% |
| Participation rate | 85.7% | 83.8%+2.0pp | 82.1%+3.6pp | 79.9%+5.8pp |
| Annual return | 18.75% | 78.75%-60.0pp | 70.43%-51.7pp | 145.39%-126.6pp |
| Employer contribution / active EE | $3,322 | $4,853-31.6% | $4,593-27.7% | $4,194-20.8% |
| Participant deferral / active EE | $6,981 | $8,237-15.3% | $7,906-11.7% | $6,396+9.1% |
| Admin fee / account holder | $8,385 | $14,976-44.0% | $13,708-38.8% | $12,562-33.3% |