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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 | $78,667 | $154,228-49.0% | $145,433-45.9% | $137,256-42.7% |
| Participation rate | 87.5% | 83.8%+3.7pp | 82.1%+5.4pp | 80.0%+7.5pp |
| Annual return | 17.81% | 74.59%-56.8pp | 66.58%-48.8pp | 220.34%-202.5pp |
| Employer contribution / active EE | $3,005 | $4,804-37.4% | $4,554-34.0% | $4,156-27.7% |
| Participant deferral / active EE | $10,083 | $8,216+22.7% | $7,897+27.7% | $6,407+57.4% |
| Admin fee / account holder | $46,689 | $14,344+225.5% | $13,129+255.6% | $12,270+280.5% |