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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 | $275,752-69.0% | $256,809-66.8% | $198,609-57.0% |
| Participation rate | 94.1% | 89.2%+4.9pp | 88.5%+5.6pp | 82.4%+11.7pp |
| Annual return | 19.99% | 34.81%-14.8pp | 32.73%-12.7pp | 202.70%-182.7pp |
| Employer contribution / active EE | $3,686 | $7,721-52.3% | $7,263-49.3% | $5,055-27.1% |
| Participant deferral / active EE | $7,537 | $10,037-24.9% | $9,520-20.8% | $6,977+8.0% |
| Admin fee / account holder | $7,455 | $25,716-71.0% | $25,146-70.4% | $19,030-60.8% |