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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 | $91,432 | $115,796-21.0% | $101,264-9.7% | $158,950-42.5% |
| Participation rate | 83.3% | 79.4%+4.0pp | 75.8%+7.5pp | 82.0%+1.4pp |
| Annual return | 13.36% | 56.15%-42.8pp | 46.48%-33.1pp | 302.91%-289.6pp |
| Employer contribution / active EE | $2,934 | $4,175-29.7% | $3,660-19.8% | $4,762-38.4% |
| Participant deferral / active EE | $6,714 | $4,958+35.4% | $4,370+53.6% | $5,983+12.2% |
| Admin fee / account holder | $1,790 | $7,247-75.3% | $5,947-69.9% | $11,248-84.1% |