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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 | $108,856 | $197,625-44.9% | $177,840-38.8% | $158,966-31.5% |
| Participation rate | 90.0% | 88.5%+1.5pp | 87.7%+2.3pp | 82.0%+8.0pp |
| Annual return | 16.05% | 58.76%-42.7pp | 48.32%-32.3pp | 302.95%-286.9pp |
| Employer contribution / active EE | $2,887 | $6,698-56.9% | $5,919-51.2% | $4,762-39.4% |
| Participant deferral / active EE | $6,077 | $8,405-27.7% | $7,714-21.2% | $5,983+1.6% |
| Admin fee / account holder | $6,637 | $15,405-56.9% | $12,431-46.6% | $11,250-41.0% |