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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 | $51,031 | $117,846-56.7% | $102,434-50.2% | $145,884-65.0% |
| Participation rate | 91.7% | 78.6%+13.0pp | 76.5%+15.2pp | 80.3%+11.4pp |
| Annual return | 12.26% | 31.90%-19.6pp | 29.46%-17.2pp | 551.85%-539.6pp |
| Employer contribution / active EE | $2,141 | $3,615-40.8% | $3,023-29.2% | $4,662-54.1% |
| Participant deferral / active EE | $2,763 | $5,733-51.8% | $5,055-45.3% | $6,690-58.7% |
| Admin fee / account holder | $10,885 | $13,356-18.5% | $9,462+15.0% | $13,392-18.7% |