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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 | $79,571 | $227,399-65.0% | $189,758-58.1% | $198,609-59.9% |
| Participation rate | 87.5% | 84.0%+3.5pp | 79.8%+7.7pp | 82.4%+5.1pp |
| Annual return | 11.84% | 61.03%-49.2pp | 52.62%-40.8pp | 202.70%-190.9pp |
| Employer contribution / active EE | $1,625 | $5,526-70.6% | $4,767-65.9% | $5,055-67.9% |
| Participant deferral / active EE | $6,247 | $6,837-8.6% | $5,856+6.7% | $6,977-10.5% |
| Admin fee / account holder | $24,081 | $25,162-4.3% | $20,388+18.1% | $19,030+26.5% |