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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 | $82,539 | $209,336-60.6% | $197,124-58.1% | $137,256-39.9% |
| Participation rate | 85.7% | 87.3%-1.6pp | 86.7%-1.0pp | 80.0%+5.8pp |
| Annual return | 21.16% | 48.09%-26.9pp | 44.34%-23.2pp | 220.34%-199.2pp |
| Employer contribution / active EE | $4,074 | $6,591-38.2% | $6,227-34.6% | $4,156-2.0% |
| Participant deferral / active EE | $6,170 | $9,614-35.8% | $9,135-32.5% | $6,407-3.7% |
| Admin fee / account holder | $4,778 | $17,308-72.4% | $16,298-70.7% | $12,270-61.1% |