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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 | $36,304 | $111,535-67.5% | $105,223-65.5% | $137,256-73.5% |
| Participation rate | 87.5% | 78.1%+9.4pp | 75.0%+12.5pp | 80.0%+7.5pp |
| Annual return | 20.17% | 237.85%-217.7pp | 180.65%-160.5pp | 220.34%-200.2pp |
| Employer contribution / active EE | $3,015 | $3,939-23.5% | $3,689-18.3% | $4,156-27.4% |
| Participant deferral / active EE | $8,523 | $5,500+55.0% | $5,072+68.1% | $6,407+33.0% |
| Admin fee / account holder | $4,538 | $9,721-53.3% | $8,859-48.8% | $12,270-63.0% |