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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 | $115,814-21.1% | $101,275-9.7% | $158,982-42.5% |
| Participation rate | 83.3% | 79.4%+4.0pp | 75.8%+7.5pp | 82.0%+1.4pp |
| Annual return | 13.36% | 56.16%-42.8pp | 46.48%-33.1pp | 302.99%-289.6pp |
| Employer contribution / active EE | $2,934 | $4,176-29.7% | $3,660-19.8% | $4,763-38.4% |
| Participant deferral / active EE | $6,714 | $4,958+35.4% | $4,371+53.6% | $5,983+12.2% |
| Admin fee / account holder | $1,790 | $7,249-75.3% | $5,948-69.9% | $11,252-84.1% |