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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 | $55,063 | $232,540-76.3% | $185,117-70.3% | $147,586-62.7% |
| Participation rate | 94.1% | 82.4%+11.8pp | 77.3%+16.9pp | 82.8%+11.3pp |
| Annual return | 17.40% | 43.03%-25.6pp | 40.50%-23.1pp | 578.59%-561.2pp |
| Employer contribution / active EE | $2,395 | $5,195-53.9% | $4,182-42.7% | $4,876-50.9% |
| Participant deferral / active EE | $5,112 | $5,834-12.4% | $5,045+1.3% | $5,439-6.0% |
| Admin fee / account holder | $2,412 | $10,275-76.5% | $8,159-70.4% | $10,886-77.8% |