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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 | $70,384 | $178,174-60.5% | $156,181-54.9% | $137,256-48.7% |
| Participation rate | 85.7% | 82.0%+3.7pp | 78.8%+6.9pp | 80.0%+5.8pp |
| Annual return | 12.36% | 84.19%-71.8pp | 64.87%-52.5pp | 220.34%-208.0pp |
| Employer contribution / active EE | $2,871 | $4,972-42.3% | $4,294-33.1% | $4,156-30.9% |
| Participant deferral / active EE | $6,839 | $6,888-0.7% | $6,132+11.5% | $6,407+6.7% |
| Admin fee / account holder | $19,080 | $17,404+9.6% | $14,586+30.8% | $12,270+55.5% |