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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 | $55,200 | $106,280-48.1% | $96,538-42.8% | $139,487-60.4% |
| Participation rate | 78.9% | 77.8%+1.1pp | 74.3%+4.6pp | 80.3%-1.4pp |
| Annual return | 16.05% | 38.48%-22.4pp | 35.74%-19.7pp | 373.84%-357.8pp |
| Employer contribution / active EE | $4,875 | $4,107+18.7% | $3,740+30.3% | $4,755+2.5% |
| Participant deferral / active EE | $4,939 | $5,457-9.5% | $4,880+1.2% | $6,713-26.4% |
| Admin fee / account holder | $5,498 | $7,888-30.3% | $6,737-18.4% | $11,407-51.8% |