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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 | $55,970 | $97,125-42.4% | $86,233-35.1% | $137,256-59.2% |
| Participation rate | 85.7% | 74.2%+11.5pp | 69.0%+16.7pp | 80.0%+5.8pp |
| Annual return | 14.56% | 74.19%-59.6pp | 61.39%-46.8pp | 220.34%-205.8pp |
| Employer contribution / active EE | $1,269 | $2,841-55.3% | $2,504-49.3% | $4,156-69.5% |
| Participant deferral / active EE | $3,903 | $5,180-24.7% | $4,559-14.4% | $6,407-39.1% |
| Admin fee / account holder | $3,705 | $9,725-61.9% | $8,342-55.6% | $12,270-69.8% |