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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 | $78,043 | $209,336-62.7% | $197,124-60.4% | $137,256-43.1% |
| Participation rate | 88.2% | 87.3%+0.9pp | 86.7%+1.5pp | 80.0%+8.3pp |
| Annual return | 18.88% | 48.09%-29.2pp | 44.34%-25.5pp | 220.34%-201.5pp |
| Employer contribution / active EE | $1,773 | $6,591-73.1% | $6,227-71.5% | $4,156-57.3% |
| Participant deferral / active EE | $7,167 | $9,614-25.4% | $9,135-21.5% | $6,407+11.9% |
| Admin fee / account holder | $8,393 | $17,308-51.5% | $16,298-48.5% | $12,270-31.6% |