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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 | $88,401 | $142,354-37.9% | $125,529-29.6% | $155,188-43.0% |
| Participation rate | 78.6% | 78.1%+0.5pp | 74.7%+3.8pp | 80.8%-2.2pp |
| Annual return | 17.38% | 306.06%-288.7pp | 202.56%-185.2pp | 148.84%-131.5pp |
| Employer contribution / active EE | $2,085 | $3,501-40.5% | $3,058-31.8% | $4,248-50.9% |
| Participant deferral / active EE | $3,707 | $5,491-32.5% | $4,813-23.0% | $6,531-43.2% |
| Admin fee / account holder | $914 | $19,392-95.3% | $16,298-94.4% | $14,480-93.7% |