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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 | $36,737 | $185,883-80.2% | $170,043-78.4% | $139,466-73.7% |
| Participation rate | 93.8% | 87.8%+6.0pp | 87.0%+6.7pp | 80.3%+13.4pp |
| Annual return | 16.83% | 60.54%-43.7pp | 53.40%-36.6pp | 373.66%-356.8pp |
| Employer contribution / active EE | $3,982 | $7,596-47.6% | $6,790-41.4% | $4,754-16.2% |
| Participant deferral / active EE | $5,549 | $11,626-52.3% | $10,410-46.7% | $6,712-17.3% |
| Admin fee / account holder | $13,831 | $15,393-10.1% | $12,824+7.9% | $11,409+21.2% |