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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 | $63,936 | $111,535-42.7% | $105,223-39.2% | $137,256-53.4% |
| Participation rate | 83.3% | 78.1%+5.2pp | 75.0%+8.3pp | 80.0%+3.4pp |
| Annual return | 17.00% | 237.85%-220.9pp | 180.65%-163.7pp | 220.34%-203.3pp |
| Employer contribution / active EE | $2,250 | $3,939-42.9% | $3,689-39.0% | $4,156-45.9% |
| Participant deferral / active EE | $2,365 | $5,500-57.0% | $5,072-53.4% | $6,407-63.1% |
| Admin fee / account holder | $5,733 | $9,721-41.0% | $8,859-35.3% | $12,270-53.3% |