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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 | $65,322 | $118,708-45.0% | $98,920-34.0% | $158,982-58.9% |
| Participation rate | 84.2% | 77.8%+6.4pp | 76.0%+8.2pp | 82.0%+2.2pp |
| Annual return | 12.47% | 372.49%-360.0pp | 196.47%-184.0pp | 302.99%-290.5pp |
| Employer contribution / active EE | $1,973 | $3,334-40.8% | $2,689-26.6% | $4,763-58.6% |
| Participant deferral / active EE | $5,563 | $5,089+9.3% | $4,245+31.1% | $5,983-7.0% |
| Admin fee / account holder | $5,063 | $10,134-50.0% | $6,643-23.8% | $11,252-55.0% |