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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 | $63,564 | $197,603-67.8% | $177,827-64.3% | $158,950-60.0% |
| Participation rate | 88.9% | 88.5%+0.3pp | 87.7%+1.2pp | 82.0%+6.9pp |
| Annual return | 15.44% | 58.76%-43.3pp | 48.32%-32.9pp | 302.91%-287.5pp |
| Employer contribution / active EE | $2,701 | $6,698-59.7% | $5,918-54.4% | $4,762-43.3% |
| Participant deferral / active EE | $5,064 | $8,404-39.7% | $7,713-34.4% | $5,983-15.4% |
| Admin fee / account holder | $3,351 | $15,402-78.2% | $12,429-73.0% | $11,248-70.2% |