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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 | $58,255 | $162,781-64.2% | $133,956-56.5% | $158,931-63.3% |
| Participation rate | 84.6% | 83.2%+1.4pp | 79.8%+4.8pp | 82.0%+2.7pp |
| Annual return | 15.48% | 41.94%-26.5pp | 45.09%-29.6pp | 302.86%-287.4pp |
| Employer contribution / active EE | $2,083 | $4,975-58.1% | $3,919-46.8% | $4,761-56.3% |
| Participant deferral / active EE | $5,464 | $5,911-7.6% | $5,048+8.2% | $5,982-8.7% |
| Admin fee / account holder | $3,017 | $11,736-74.3% | $8,927-66.2% | $11,247-73.2% |