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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 | $75,738 | $105,856-28.5% | $90,161-16.0% | $147,586-48.7% |
| Participation rate | 85.0% | 79.7%+5.3pp | 76.9%+8.1pp | 82.8%+2.2pp |
| Annual return | 20.29% | 37.63%-17.3pp | 34.89%-14.6pp | 578.59%-558.3pp |
| Employer contribution / active EE | $3,543 | $4,126-14.1% | $3,318+6.8% | $4,876-27.3% |
| Participant deferral / active EE | $6,534 | $5,733+14.0% | $5,287+23.6% | $5,439+20.1% |
| Admin fee / account holder | $1,337 | $8,046-83.4% | $5,943-77.5% | $10,886-87.7% |