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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 | $52,925 | $111,535-52.5% | $105,223-49.7% | $137,256-61.4% |
| Participation rate | 89.5% | 78.1%+11.4pp | 75.0%+14.4pp | 80.0%+9.5pp |
| Annual return | 17.26% | 237.85%-220.6pp | 180.65%-163.4pp | 220.34%-203.1pp |
| Employer contribution / active EE | $2,527 | $3,939-35.9% | $3,689-31.5% | $4,156-39.2% |
| Participant deferral / active EE | $3,904 | $5,500-29.0% | $5,072-23.0% | $6,407-39.1% |
| Admin fee / account holder | $3,846 | $9,721-60.4% | $8,859-56.6% | $12,270-68.7% |