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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 | $101,982 | $154,228-33.9% | $145,433-29.9% | $137,256-25.7% |
| Participation rate | 85.7% | 83.8%+1.9pp | 82.1%+3.6pp | 80.0%+5.8pp |
| Annual return | 20.12% | 74.59%-54.5pp | 66.58%-46.5pp | 220.34%-200.2pp |
| Employer contribution / active EE | $3,962 | $4,804-17.5% | $4,554-13.0% | $4,156-4.7% |
| Participant deferral / active EE | $9,558 | $8,216+16.3% | $7,897+21.0% | $6,407+49.2% |
| Admin fee / account holder | $7,353 | $14,344-48.7% | $13,129-44.0% | $12,270-40.1% |