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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 | $227,399-62.1% | $189,758-54.6% | $198,609-56.6% |
| Participation rate | 85.7% | 84.0%+1.7pp | 79.8%+5.9pp | 82.4%+3.3pp |
| Annual return | 16.86% | 61.03%-44.2pp | 52.62%-35.8pp | 202.70%-185.8pp |
| Employer contribution / active EE | $3,401 | $5,526-38.5% | $4,767-28.7% | $5,055-32.7% |
| Participant deferral / active EE | $6,352 | $6,837-7.1% | $5,856+8.5% | $6,977-9.0% |
| Admin fee / account holder | $2,629 | $25,162-89.6% | $20,388-87.1% | $19,030-86.2% |