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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 | $54,102 | $208,088-74.0% | $186,193-70.9% | $154,746-65.0% |
| Participation rate | 87.0% | 80.0%+7.0pp | 77.1%+9.8pp | 80.7%+6.3pp |
| Annual return | 20.08% | 89.97%-69.9pp | 78.03%-57.9pp | 172.34%-152.3pp |
| Employer contribution / active EE | $2,533 | $4,340-41.6% | $3,918-35.4% | $4,379-42.2% |
| Participant deferral / active EE | $7,304 | $7,078+3.2% | $6,513+12.1% | $6,730+8.5% |
| Admin fee / account holder | $1,646 | $11,698-85.9% | $11,058-85.1% | $14,365-88.5% |