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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 | $86,221 | $172,111-49.9% | $150,298-42.6% | $137,256-37.2% |
| Participation rate | 85.7% | 81.7%+4.0pp | 77.8%+8.0pp | 80.0%+5.8pp |
| Annual return | 16.86% | 69.37%-52.5pp | 62.79%-45.9pp | 220.34%-203.5pp |
| Employer contribution / active EE | $3,401 | $4,636-26.7% | $4,154-18.1% | $4,156-18.2% |
| Participant deferral / active EE | $6,352 | $6,166+3.0% | $5,453+16.5% | $6,407-0.9% |
| Admin fee / account holder | $2,629 | $16,471-84.0% | $14,116-81.4% | $12,270-78.6% |