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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 | $73,529 | $225,673-67.4% | $203,872-63.9% | $155,188-52.6% |
| Participation rate | 84.2% | 80.3%+3.9pp | 77.8%+6.4pp | 80.8%+3.4pp |
| Annual return | 20.09% | 95.91%-75.8pp | 85.11%-65.0pp | 148.84%-128.8pp |
| Employer contribution / active EE | $5,330 | $4,099+30.0% | $3,757+41.9% | $4,248+25.5% |
| Participant deferral / active EE | $8,293 | $6,893+20.3% | $6,388+29.8% | $6,531+27.0% |
| Admin fee / account holder | $1,523 | $12,327-87.6% | $11,730-87.0% | $14,480-89.5% |