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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 | $52,335 | $228,395-77.1% | $185,861-71.8% | $158,982-67.1% |
| Participation rate | 85.7% | 82.3%+3.4pp | 78.0%+7.7pp | 82.0%+3.7pp |
| Annual return | 9.52% | 40.82%-31.3pp | 35.96%-26.4pp | 302.99%-293.5pp |
| Employer contribution / active EE | $1,974 | $4,968-60.3% | $4,088-51.7% | $4,763-58.6% |
| Participant deferral / active EE | $3,309 | $6,417-48.4% | $5,634-41.3% | $5,983-44.7% |
| Admin fee / account holder | $8,334 | $11,869-29.8% | $9,503-12.3% | $11,252-25.9% |