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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 | $117,829-61.7% | $102,423-56.0% | $145,877-69.1% |
| Participation rate | 92.9% | 78.6%+14.2pp | 76.5%+16.4pp | 80.3%+12.6pp |
| Annual return | 21.39% | 31.83%-10.4pp | 29.42%-8.0pp | 551.28%-529.9pp |
| Employer contribution / active EE | $2,582 | $3,615-28.6% | $3,023-14.6% | $4,663-44.6% |
| Participant deferral / active EE | $5,786 | $5,732+0.9% | $5,054+14.5% | $6,691-13.5% |
| Admin fee / account holder | $1,849 | $13,335-86.1% | $9,455-80.4% | $13,402-86.2% |