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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 | $54,731 | $110,410-50.4% | $102,437-46.6% | $145,897-62.5% |
| Participation rate | 80.0% | 77.9%+2.1pp | 74.5%+5.5pp | 80.3%-0.3pp |
| Annual return | 15.34% | 24.85%-9.5pp | 24.95%-9.6pp | 552.29%-536.9pp |
| Employer contribution / active EE | $2,316 | $4,217-45.1% | $3,871-40.2% | $4,663-50.3% |
| Participant deferral / active EE | $7,815 | $5,622+39.0% | $5,060+54.5% | $6,689+16.8% |
| Admin fee / account holder | $3,681 | $9,745-62.2% | $8,388-56.1% | $13,390-72.5% |