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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 | $81,183 | $99,053-18.0% | $88,179-7.9% | $138,895-41.6% |
| Participation rate | 90.9% | 74.2%+16.7pp | 69.1%+21.8pp | 79.9%+11.0pp |
| Annual return | 15.82% | 78.17%-62.3pp | 64.97%-49.1pp | 145.39%-129.6pp |
| Employer contribution / active EE | $2,350 | $2,882-18.5% | $2,549-7.8% | $4,194-44.0% |
| Participant deferral / active EE | $2,932 | $5,225-43.9% | $4,614-36.4% | $6,396-54.2% |
| Admin fee / account holder | $1,662 | $8,748-81.0% | $7,673-78.3% | $12,562-86.8% |