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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 | $54,330 | $228,352-76.2% | $185,835-70.8% | $158,966-65.8% |
| Participation rate | 87.5% | 82.3%+5.2pp | 78.0%+9.5pp | 82.0%+5.5pp |
| Annual return | 27.82% | 40.81%-13.0pp | 35.96%-8.1pp | 302.95%-275.1pp |
| Employer contribution / active EE | $6,454 | $4,967+30.0% | $4,087+57.9% | $4,762+35.5% |
| Participant deferral / active EE | $11,489 | $6,416+79.1% | $5,633+104.0% | $5,983+92.0% |
| Admin fee / account holder | $3,882 | $11,867-67.3% | $9,502-59.1% | $11,250-65.5% |