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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 | $39,656 | $181,062-78.1% | $158,223-74.9% | $155,188-74.4% |
| Participation rate | 92.3% | 82.7%+9.7pp | 79.2%+13.1pp | 80.8%+11.5pp |
| Annual return | 18.89% | 57.39%-38.5pp | 52.09%-33.2pp | 148.84%-129.9pp |
| Employer contribution / active EE | $2,773 | $4,565-39.3% | $4,109-32.5% | $4,248-34.7% |
| Participant deferral / active EE | $6,399 | $6,134+4.3% | $5,467+17.1% | $6,531-2.0% |
| Admin fee / account holder | $7,586 | $18,825-59.7% | $16,047-52.7% | $14,480-47.6% |