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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 | $44,877 | $117,895-61.9% | $102,460-56.2% | $145,897-69.2% |
| Participation rate | 94.7% | 78.6%+16.1pp | 76.5%+18.2pp | 80.3%+14.4pp |
| Annual return | 13.66% | 31.92%-18.3pp | 29.47%-15.8pp | 552.29%-538.6pp |
| Employer contribution / active EE | $2,988 | $3,619-17.4% | $3,025-1.2% | $4,663-35.9% |
| Participant deferral / active EE | $9,499 | $5,736+65.6% | $5,056+87.9% | $6,689+42.0% |
| Admin fee / account holder | $20,036 | $13,353+50.1% | $9,460+111.8% | $13,390+49.6% |