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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 | $52,345 | $211,224-75.2% | $178,505-70.7% | $145,897-64.1% |
| Participation rate | 82.4% | 80.8%+1.5pp | 77.1%+5.2pp | 80.3%+2.0pp |
| Annual return | 13.99% | 30.28%-16.3pp | 27.16%-13.2pp | 552.29%-538.3pp |
| Employer contribution / active EE | $2,237 | $4,577-51.1% | $3,955-43.4% | $4,663-52.0% |
| Participant deferral / active EE | $7,905 | $6,966+13.5% | $6,280+25.9% | $6,689+18.2% |
| Admin fee / account holder | $2,291 | $12,109-81.1% | $10,428-78.0% | $13,390-82.9% |