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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 | $70,280 | $174,379-59.7% | $152,093-53.8% | $138,895-49.4% |
| Participation rate | 85.7% | 81.6%+4.1pp | 77.8%+7.9pp | 79.9%+5.8pp |
| Annual return | 19.56% | 74.86%-55.3pp | 66.36%-46.8pp | 145.39%-125.8pp |
| Employer contribution / active EE | $2,090 | $4,652-55.1% | $4,175-49.9% | $4,194-50.2% |
| Participant deferral / active EE | $7,685 | $6,159+24.8% | $5,451+41.0% | $6,396+20.2% |
| Admin fee / account holder | $2,887 | $16,880-82.9% | $14,497-80.1% | $12,562-77.0% |