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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 | $162,821-64.2% | $133,978-56.5% | $158,982-63.4% |
| Participation rate | 84.6% | 83.2%+1.4pp | 79.8%+4.8pp | 82.0%+2.6pp |
| Annual return | 15.48% | 41.95%-26.5pp | 45.10%-29.6pp | 302.99%-287.5pp |
| Employer contribution / active EE | $2,083 | $4,976-58.1% | $3,919-46.8% | $4,763-56.3% |
| Participant deferral / active EE | $5,464 | $5,910-7.6% | $5,047+8.2% | $5,983-8.7% |
| Admin fee / account holder | $3,017 | $11,742-74.3% | $8,930-66.2% | $11,252-73.2% |