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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 | $105,489 | $202,440-47.9% | $169,390-37.7% | $139,466-24.4% |
| Participation rate | 82.6% | 81.1%+1.5pp | 77.2%+5.4pp | 80.3%+2.3pp |
| Annual return | 15.10% | 532.36%-517.3pp | 406.07%-391.0pp | 373.66%-358.6pp |
| Employer contribution / active EE | $2,070 | $4,693-55.9% | $4,013-48.4% | $4,754-56.5% |
| Participant deferral / active EE | $3,498 | $6,940-49.6% | $6,222-43.8% | $6,712-47.9% |
| Admin fee / account holder | $5,815 | $10,722-45.8% | $9,015-35.5% | $11,409-49.0% |