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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 | $63,880 | $98,760-35.3% | $149,715-57.3% | $79,858-20.0% |
| Participation rate | 88.2% | 75.8%+12.5pp | 82.5%+5.8pp | 69.6%+18.6pp |
| Annual return | 16.11% | 27.43%-11.3pp | 276.66%-260.6pp | 31.72%-15.6pp |
| Employer contribution / active EE | $2,643 | $3,217-17.8% | $4,645-43.1% | $2,471+7.0% |
| Participant deferral / active EE | $4,575 | $5,681-19.5% | $6,842-33.1% | $3,740+22.3% |
| Admin fee / account holder | $6,827 | $6,053+12.8% | $9,310-26.7% | $5,306+28.7% |