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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 | $46,321 | $197,625-76.6% | $177,840-74.0% | $158,966-70.9% |
| Participation rate | 87.5% | 88.5%-1.0pp | 87.7%-0.2pp | 82.0%+5.5pp |
| Annual return | 62.90% | 58.76%+4.1pp | 48.32%+14.6pp | 302.95%-240.0pp |
| Employer contribution / active EE | $3,479 | $6,698-48.1% | $5,919-41.2% | $4,762-26.9% |
| Participant deferral / active EE | $11,814 | $8,405+40.6% | $7,714+53.2% | $5,983+97.5% |
| Admin fee / account holder | $8,630 | $15,405-44.0% | $12,431-30.6% | $11,250-23.3% |