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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 | $85,382 | $223,823-61.9% | $211,142-59.6% | $154,746-44.8% |
| Participation rate | 94.1% | 87.9%+6.3pp | 87.3%+6.8pp | 80.7%+13.4pp |
| Annual return | 19.99% | 50.39%-30.4pp | 46.84%-26.8pp | 172.34%-152.3pp |
| Employer contribution / active EE | $3,686 | $6,787-45.7% | $6,442-42.8% | $4,379-15.8% |
| Participant deferral / active EE | $7,537 | $9,750-22.7% | $9,284-18.8% | $6,730+12.0% |
| Admin fee / account holder | $7,455 | $19,707-62.2% | $19,076-60.9% | $14,365-48.1% |