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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 | $181,062-61.2% | $158,223-55.6% | $155,188-54.7% |
| Participation rate | 85.7% | 82.7%+3.1pp | 79.2%+6.5pp | 80.8%+4.9pp |
| Annual return | 19.56% | 57.39%-37.8pp | 52.09%-32.5pp | 148.84%-129.3pp |
| Employer contribution / active EE | $2,090 | $4,565-54.2% | $4,109-49.1% | $4,248-50.8% |
| Participant deferral / active EE | $7,685 | $6,134+25.3% | $5,467+40.6% | $6,531+17.7% |
| Admin fee / account holder | $2,887 | $18,825-84.7% | $16,047-82.0% | $14,480-80.1% |