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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 | $91,865 | $209,336-56.1% | $197,124-53.4% | $137,256-33.1% |
| Participation rate | 95.8% | 87.3%+8.5pp | 86.7%+9.1pp | 80.0%+15.9pp |
| Annual return | 16.21% | 48.09%-31.9pp | 44.34%-28.1pp | 220.34%-204.1pp |
| Employer contribution / active EE | $4,339 | $6,591-34.2% | $6,227-30.3% | $4,156+4.4% |
| Participant deferral / active EE | $6,867 | $9,614-28.6% | $9,135-24.8% | $6,407+7.2% |
| Admin fee / account holder | $1,664 | $17,308-90.4% | $16,298-89.8% | $12,270-86.4% |