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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 | $77,809 | $156,398-50.2% | $147,318-47.2% | $138,895-44.0% |
| Participation rate | 80.0% | 83.8%-3.8pp | 82.1%-2.1pp | 79.9%+0.1pp |
| Annual return | 16.95% | 78.75%-61.8pp | 70.43%-53.5pp | 145.39%-128.4pp |
| Employer contribution / active EE | $1,701 | $4,853-65.0% | $4,593-63.0% | $4,194-59.5% |
| Participant deferral / active EE | $7,765 | $8,237-5.7% | $7,906-1.8% | $6,396+21.4% |
| Admin fee / account holder | $8,481 | $14,976-43.4% | $13,708-38.1% | $12,562-32.5% |