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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 | $72,523 | $162,812-55.5% | $133,971-45.9% | $158,966-54.4% |
| Participation rate | 93.3% | 83.2%+10.1pp | 79.8%+13.5pp | 82.0%+11.4pp |
| Annual return | 23.18% | 41.94%-18.8pp | 45.09%-21.9pp | 302.95%-279.8pp |
| Employer contribution / active EE | $2,852 | $4,976-42.7% | $3,919-27.2% | $4,762-40.1% |
| Participant deferral / active EE | $11,210 | $5,910+89.7% | $5,047+122.1% | $5,983+87.4% |
| Admin fee / account holder | $2,274 | $11,741-80.6% | $8,929-74.5% | $11,250-79.8% |