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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 | $45,768 | $121,677-62.4% | $104,625-56.3% | $158,966-71.2% |
| Participation rate | 80.0% | 77.5%+2.5pp | 74.1%+5.9pp | 82.0%-2.0pp |
| Annual return | 12.01% | 465.58%-453.6pp | 340.60%-328.6pp | 302.95%-290.9pp |
| Employer contribution / active EE | $1,427 | $3,165-54.9% | $2,681-46.8% | $4,762-70.0% |
| Participant deferral / active EE | $5,602 | $4,175+34.2% | $3,738+49.9% | $5,983-6.4% |
| Admin fee / account holder | $6,443 | $7,777-17.2% | $6,465-0.3% | $11,250-42.7% |