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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 | $45,261 | $157,829-71.3% | $136,867-66.9% | $198,609-77.2% |
| Participation rate | 94.4% | 77.2%+17.3pp | 74.5%+19.9pp | 82.4%+12.1pp |
| Annual return | 18.12% | 51.25%-33.1pp | 42.97%-24.9pp | 202.70%-184.6pp |
| Employer contribution / active EE | $2,805 | $3,923-28.5% | $3,547-20.9% | $5,055-44.5% |
| Participant deferral / active EE | $6,761 | $5,463+23.8% | $4,924+37.3% | $6,977-3.1% |
| Admin fee / account holder | $12,922 | $11,107+16.3% | $10,340+25.0% | $19,030-32.1% |