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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 | $21,289 | $172,758-87.7% | $149,600-85.8% | $138,895-84.7% |
| Participation rate | 87.5% | 80.2%+7.3pp | 77.2%+10.3pp | 79.9%+7.6pp |
| Annual return | 9.82% | 181.17%-171.4pp | 129.59%-119.8pp | 145.39%-135.6pp |
| Employer contribution / active EE | $2,922 | $4,778-38.8% | $4,193-30.3% | $4,194-30.3% |
| Participant deferral / active EE | $5,961 | $8,180-27.1% | $7,203-17.2% | $6,396-6.8% |
| Admin fee / account holder | $23,794 | $17,615+35.1% | $13,963+70.4% | $12,562+89.4% |