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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 | $108,383 | $156,398-30.7% | $147,318-26.4% | $138,895-22.0% |
| Participation rate | 87.5% | 83.8%+3.7pp | 82.1%+5.4pp | 79.9%+7.6pp |
| Annual return | 16.34% | 78.75%-62.4pp | 70.43%-54.1pp | 145.39%-129.1pp |
| Employer contribution / active EE | $3,320 | $4,853-31.6% | $4,593-27.7% | $4,194-20.9% |
| Participant deferral / active EE | $7,407 | $8,237-10.1% | $7,906-6.3% | $6,396+15.8% |
| Admin fee / account holder | $1,708 | $14,976-88.6% | $13,708-87.5% | $12,562-86.4% |