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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 | $60,477 | $114,119-47.0% | $107,187-43.6% | $138,895-56.5% |
| Participation rate | 88.9% | 78.1%+10.8pp | 75.0%+13.9pp | 79.9%+9.0pp |
| Annual return | 19.53% | 273.21%-253.7pp | 204.55%-185.0pp | 145.39%-125.9pp |
| Employer contribution / active EE | $4,166 | $4,059+2.6% | $3,782+10.2% | $4,194-0.7% |
| Participant deferral / active EE | $10,390 | $5,538+87.6% | $5,096+103.9% | $6,396+62.4% |
| Admin fee / account holder | $2,213 | $10,024-77.9% | $9,162-75.8% | $12,562-82.4% |