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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 | $76,140 | $97,125-21.6% | $86,233-11.7% | $137,256-44.5% |
| Participation rate | 78.3% | 74.2%+4.1pp | 69.0%+9.2pp | 80.0%-1.7pp |
| Annual return | 27.06% | 74.19%-47.1pp | 61.39%-34.3pp | 220.34%-193.3pp |
| Employer contribution / active EE | $4,471 | $2,841+57.4% | $2,504+78.5% | $4,156+7.6% |
| Participant deferral / active EE | $7,124 | $5,180+37.5% | $4,559+56.3% | $6,407+11.2% |
| Admin fee / account holder | $2,699 | $9,725-72.2% | $8,342-67.6% | $12,270-78.0% |