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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 | $172,111-53.8% | $150,298-47.1% | $137,256-42.0% |
| Participation rate | 87.5% | 81.7%+5.8pp | 77.8%+9.7pp | 80.0%+7.5pp |
| Annual return | 11.84% | 69.37%-57.5pp | 62.79%-50.9pp | 220.34%-208.5pp |
| Employer contribution / active EE | $1,625 | $4,636-65.0% | $4,154-60.9% | $4,156-60.9% |
| Participant deferral / active EE | $6,247 | $6,166+1.3% | $5,453+14.6% | $6,407-2.5% |
| Admin fee / account holder | $24,081 | $16,471+46.2% | $14,116+70.6% | $12,270+96.3% |