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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 | $99,787 | $156,398-36.2% | $147,318-32.3% | $138,895-28.2% |
| Participation rate | 80.0% | 83.8%-3.8pp | 82.1%-2.1pp | 79.9%+0.1pp |
| Annual return | 17.63% | 78.75%-61.1pp | 70.43%-52.8pp | 145.39%-127.8pp |
| Employer contribution / active EE | $2,145 | $4,853-55.8% | $4,593-53.3% | $4,194-48.9% |
| Participant deferral / active EE | $6,401 | $8,237-22.3% | $7,906-19.0% | $6,396+0.1% |
| Admin fee / account holder | $5,295 | $14,976-64.6% | $13,708-61.4% | $12,562-57.8% |