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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 | $74,534 | $102,638-27.4% | $81,982-9.1% | $158,982-53.1% |
| Participation rate | 87.5% | 75.5%+12.0pp | 69.3%+18.2pp | 82.0%+5.5pp |
| Annual return | 20.69% | 61.05%-40.4pp | 41.31%-20.6pp | 302.99%-282.3pp |
| Employer contribution / active EE | $2,511 | $3,241-22.5% | $2,498+0.5% | $4,763-47.3% |
| Participant deferral / active EE | $5,309 | $4,649+14.2% | $3,722+42.6% | $5,983-11.3% |
| Admin fee / account holder | $371 | $8,237-95.5% | $5,665-93.5% | $11,252-96.7% |