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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 | $93,301 | $156,398-40.3% | $147,318-36.7% | $138,895-32.8% |
| Participation rate | 88.2% | 83.8%+4.5pp | 82.1%+6.2pp | 79.9%+8.3pp |
| Annual return | 16.67% | 78.75%-62.1pp | 70.43%-53.8pp | 145.39%-128.7pp |
| Employer contribution / active EE | $1,528 | $4,853-68.5% | $4,593-66.7% | $4,194-63.6% |
| Participant deferral / active EE | $6,568 | $8,237-20.3% | $7,906-16.9% | $6,396+2.7% |
| Admin fee / account holder | $4,059 | $14,976-72.9% | $13,708-70.4% | $12,562-67.7% |