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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 | $47,623 | $111,535-57.3% | $105,223-54.7% | $137,256-65.3% |
| Participation rate | 90.5% | 78.1%+12.4pp | 75.0%+15.4pp | 80.0%+10.5pp |
| Annual return | 20.97% | 237.85%-216.9pp | 180.65%-159.7pp | 220.34%-199.4pp |
| Employer contribution / active EE | $3,398 | $3,939-13.7% | $3,689-7.9% | $4,156-18.2% |
| Participant deferral / active EE | $6,621 | $5,500+20.4% | $5,072+30.5% | $6,407+3.3% |
| Admin fee / account holder | $1,159 | $9,721-88.1% | $8,859-86.9% | $12,270-90.6% |