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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 | $100,349 | $196,972-49.1% | $182,262-44.9% | $198,609-49.5% |
| Participation rate | 83.3% | 85.7%-2.4pp | 84.2%-0.9pp | 82.4%+1.0pp |
| Annual return | 12.77% | 158.27%-145.5pp | 140.60%-127.8pp | 202.70%-189.9pp |
| Employer contribution / active EE | $1,495 | $5,364-72.1% | $5,046-70.4% | $5,055-70.4% |
| Participant deferral / active EE | $14,213 | $8,643+64.5% | $8,276+71.7% | $6,977+103.7% |
| Admin fee / account holder | $2,619 | $18,429-85.8% | $16,712-84.3% | $19,030-86.2% |