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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 | $93,899 | $129,737-27.6% | $119,126-21.2% | $154,746-39.3% |
| Participation rate | 87.5% | 78.9%+8.6pp | 75.8%+11.7pp | 80.7%+6.8pp |
| Annual return | 13.43% | 379.08%-365.6pp | 282.11%-268.7pp | 172.34%-158.9pp |
| Employer contribution / active EE | $2,458 | $4,375-43.8% | $4,034-39.1% | $4,379-43.9% |
| Participant deferral / active EE | $5,332 | $5,842-8.7% | $5,318+0.3% | $6,730-20.8% |
| Admin fee / account holder | $31,100 | $11,961+160.0% | $10,693+190.8% | $14,365+116.5% |