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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 | $55,132 | $141,004-60.9% | $112,273-50.9% | $139,466-60.5% |
| Participation rate | 87.5% | 79.2%+8.3pp | 72.4%+15.1pp | 80.3%+7.2pp |
| Annual return | 16.47% | 32.75%-16.3pp | 30.23%-13.8pp | 373.66%-357.2pp |
| Employer contribution / active EE | $2,273 | $4,285-47.0% | $3,431-33.8% | $4,754-52.2% |
| Participant deferral / active EE | $5,338 | $5,878-9.2% | $4,800+11.2% | $6,712-20.5% |
| Admin fee / account holder | $2,757 | $9,959-72.3% | $7,752-64.4% | $11,409-75.8% |