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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 | $80,347 | $117,829-31.8% | $102,423-21.6% | $145,877-44.9% |
| Participation rate | 87.5% | 78.6%+8.9pp | 76.5%+11.0pp | 80.3%+7.2pp |
| Annual return | 10.47% | 31.83%-21.4pp | 29.42%-18.9pp | 551.28%-540.8pp |
| Employer contribution / active EE | $3,119 | $3,615-13.7% | $3,023+3.2% | $4,663-33.1% |
| Participant deferral / active EE | $6,383 | $5,732+11.4% | $5,054+26.3% | $6,691-4.6% |
| Admin fee / account holder | $13,754 | $13,335+3.1% | $9,455+45.5% | $13,402+2.6% |