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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 | $93,798 | $117,895-20.4% | $102,460-8.5% | $145,897-35.7% |
| Participation rate | 86.7% | 78.6%+8.0pp | 76.5%+10.2pp | 80.3%+6.4pp |
| Annual return | 23.73% | 31.92%-8.2pp | 29.47%-5.7pp | 552.29%-528.6pp |
| Employer contribution / active EE | $2,220 | $3,619-38.6% | $3,025-26.6% | $4,663-52.4% |
| Participant deferral / active EE | $4,463 | $5,736-22.2% | $5,056-11.7% | $6,689-33.3% |
| Admin fee / account holder | $8,596 | $13,353-35.6% | $9,460-9.1% | $13,390-35.8% |