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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 | $50,550 | $111,535-54.7% | $105,223-52.0% | $137,256-63.2% |
| Participation rate | 85.7% | 78.1%+7.6pp | 75.0%+10.7pp | 80.0%+5.8pp |
| Annual return | 13.14% | 237.85%-224.7pp | 180.65%-167.5pp | 220.34%-207.2pp |
| Employer contribution / active EE | $3,475 | $3,939-11.8% | $3,689-5.8% | $4,156-16.4% |
| Participant deferral / active EE | $6,333 | $5,500+15.1% | $5,072+24.9% | $6,407-1.2% |
| Admin fee / account holder | $2,014 | $9,721-79.3% | $8,859-77.3% | $12,270-83.6% |