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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 | $129,737-59.2% | $119,126-55.6% | $154,746-65.8% |
| Participation rate | 89.5% | 78.9%+10.6pp | 75.8%+13.7pp | 80.7%+8.8pp |
| Annual return | 17.26% | 379.08%-361.8pp | 282.11%-264.8pp | 172.34%-155.1pp |
| Employer contribution / active EE | $2,527 | $4,375-42.2% | $4,034-37.3% | $4,379-42.3% |
| Participant deferral / active EE | $3,904 | $5,842-33.2% | $5,318-26.6% | $6,730-42.0% |
| Admin fee / account holder | $3,846 | $11,961-67.8% | $10,693-64.0% | $14,365-73.2% |