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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 | $58,600 | $107,368-45.4% | $92,915-36.9% | $152,909-61.7% |
| Participation rate | 85.7% | 79.8%+5.9pp | 76.0%+9.7pp | 82.5%+3.3pp |
| Annual return | 18.74% | 145.64%-126.9pp | 109.45%-90.7pp | 345.46%-326.7pp |
| Employer contribution / active EE | $2,118 | $4,222-49.8% | $3,653-42.0% | $4,764-55.5% |
| Participant deferral / active EE | $5,278 | $4,848+8.9% | $4,238+24.5% | $5,851-9.8% |
| Admin fee / account holder | $15,424 | $7,082+117.8% | $5,796+166.1% | $11,601+33.0% |