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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 | $98,251 | $212,386-53.7% | $199,883-50.8% | $138,895-29.3% |
| Participation rate | 90.0% | 87.4%+2.6pp | 86.8%+3.2pp | 79.9%+10.1pp |
| Annual return | 14.09% | 47.75%-33.7pp | 43.81%-29.7pp | 145.39%-131.3pp |
| Employer contribution / active EE | $2,318 | $6,625-65.0% | $6,261-63.0% | $4,194-44.7% |
| Participant deferral / active EE | $5,093 | $9,617-47.0% | $9,138-44.3% | $6,396-20.4% |
| Admin fee / account holder | $1,426 | $18,233-92.2% | $17,268-91.7% | $12,562-88.6% |