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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 | $71,772 | $86,288-16.8% | $111,306-35.5% | $85,851-16.4% |
| Participation rate | 83.9% | 73.3%+10.5pp | 77.3%+6.6pp | 69.3%+14.5pp |
| Annual return | 36.78% | 19.99%+16.8pp | 54.67%-17.9pp | 318.63%-281.9pp |
| Employer contribution / active EE | $2,389 | $2,044+16.9% | $2,732-12.6% | $2,565-6.9% |
| Participant deferral / active EE | $6,217 | $3,641+70.8% | $4,488+38.5% | $3,952+57.3% |
| Admin fee / account holder | $7,467 | $8,189-8.8% | $7,966-6.3% | $6,261+19.3% |