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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 | $74,878 | $129,737-42.3% | $119,126-37.1% | $154,746-51.6% |
| Participation rate | 91.7% | 78.9%+12.8pp | 75.8%+15.9pp | 80.7%+11.0pp |
| Annual return | 13.17% | 379.08%-365.9pp | 282.11%-268.9pp | 172.34%-159.2pp |
| Employer contribution / active EE | $2,346 | $4,375-46.4% | $4,034-41.8% | $4,379-46.4% |
| Participant deferral / active EE | $6,429 | $5,842+10.0% | $5,318+20.9% | $6,730-4.5% |
| Admin fee / account holder | $3,778 | $11,961-68.4% | $10,693-64.7% | $14,365-73.7% |