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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 | $82,604 | $208,088-60.3% | $186,193-55.6% | $154,746-46.6% |
| Participation rate | 93.3% | 80.0%+13.3pp | 77.1%+16.2pp | 80.7%+12.6pp |
| Annual return | 14.77% | 89.97%-75.2pp | 78.03%-63.3pp | 172.34%-157.6pp |
| Employer contribution / active EE | $2,884 | $4,340-33.5% | $3,918-26.4% | $4,379-34.1% |
| Participant deferral / active EE | $7,129 | $7,078+0.7% | $6,513+9.5% | $6,730+5.9% |
| Admin fee / account holder | $4,204 | $11,698-64.1% | $11,058-62.0% | $14,365-70.7% |