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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 | $60,292 | $109,372-44.9% | $89,414-32.6% | $158,966-62.1% |
| Participation rate | 87.5% | 74.3%+13.2pp | 68.0%+19.5pp | 82.0%+5.5pp |
| Annual return | 16.23% | 345.55%-329.3pp | 245.50%-229.3pp | 302.95%-286.7pp |
| Employer contribution / active EE | $1,981 | $3,171-37.5% | $2,586-23.4% | $4,762-58.4% |
| Participant deferral / active EE | $6,012 | $4,598+30.7% | $3,890+54.6% | $5,983+0.5% |
| Admin fee / account holder | $9,574 | $6,156+55.5% | $4,883+96.1% | $11,250-14.9% |