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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 | $50,277 | $171,272-70.6% | $127,803-60.7% | $152,885-67.1% |
| Participation rate | 87.5% | 83.5%+4.0pp | 79.0%+8.5pp | 82.5%+5.0pp |
| Annual return | 19.24% | 23.54%-4.3pp | 26.14%-6.9pp | 345.39%-326.1pp |
| Employer contribution / active EE | $3,828 | $5,451-29.8% | $4,576-16.3% | $4,763-19.6% |
| Participant deferral / active EE | $5,377 | $7,043-23.7% | $6,023-10.7% | $5,851-8.1% |
| Admin fee / account holder | $24,596 | $14,540+69.2% | $9,399+161.7% | $11,598+112.1% |