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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 | $73,629 | $114,119-35.5% | $107,187-31.3% | $138,895-47.0% |
| Participation rate | 94.7% | 78.1%+16.7pp | 75.0%+19.7pp | 79.9%+14.8pp |
| Annual return | 17.30% | 273.21%-255.9pp | 204.55%-187.2pp | 145.39%-128.1pp |
| Employer contribution / active EE | $2,988 | $4,059-26.4% | $3,782-21.0% | $4,194-28.8% |
| Participant deferral / active EE | $8,311 | $5,538+50.1% | $5,096+63.1% | $6,396+29.9% |
| Admin fee / account holder | $4,768 | $10,024-52.4% | $9,162-48.0% | $12,562-62.0% |