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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 | $44,297 | $124,336-64.4% | $111,303-60.2% | $167,518-73.6% |
| Participation rate | 89.5% | 79.6%+9.8pp | 77.3%+12.2pp | 82.1%+7.4pp |
| Annual return | 15.50% | 37.45%-21.9pp | 54.66%-39.2pp | 478.71%-463.2pp |
| Employer contribution / active EE | $2,412 | $3,436-29.8% | $2,731-11.7% | $4,838-50.1% |
| Participant deferral / active EE | $5,082 | $5,181-1.9% | $4,487+13.2% | $6,342-19.9% |
| Admin fee / account holder | $3,699 | $10,623-65.2% | $7,966-53.6% | $12,312-70.0% |