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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 | $66,110 | $95,406-30.7% | $185,849-64.4% | $85,847-23.0% |
| Participation rate | 87.5% | 68.8%+18.7pp | 81.7%+5.8pp | 69.3%+18.2pp |
| Annual return | 30.80% | 23.59%+7.2pp | 122.10%-91.3pp | 318.61%-287.8pp |
| Employer contribution / active EE | $1,895 | $3,314-42.8% | $5,169-63.3% | $2,565-26.1% |
| Participant deferral / active EE | $4,492 | $3,424+31.2% | $5,569-19.3% | $3,952+13.7% |
| Admin fee / account holder | $5,051 | $7,214-30.0% | $16,244-68.9% | $6,261-19.3% |