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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 | $45,093 | $117,895-61.8% | $102,460-56.0% | $145,897-69.1% |
| Participation rate | 92.9% | 78.6%+14.2pp | 76.5%+16.3pp | 80.3%+12.6pp |
| Annual return | 21.39% | 31.92%-10.5pp | 29.47%-8.1pp | 552.29%-530.9pp |
| Employer contribution / active EE | $2,582 | $3,619-28.7% | $3,025-14.7% | $4,663-44.6% |
| Participant deferral / active EE | $5,786 | $5,736+0.9% | $5,056+14.4% | $6,689-13.5% |
| Admin fee / account holder | $1,849 | $13,353-86.2% | $9,460-80.5% | $13,390-86.2% |