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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 | $57,060 | $115,903-50.8% | $100,528-43.2% | $158,966-64.1% |
| Participation rate | 87.5% | 81.6%+5.9pp | 79.4%+8.1pp | 82.0%+5.5pp |
| Annual return | 17.53% | 34.80%-17.3pp | 30.90%-13.4pp | 302.95%-285.4pp |
| Employer contribution / active EE | $2,369 | $4,105-42.3% | $3,419-30.7% | $4,762-50.3% |
| Participant deferral / active EE | $5,952 | $6,677-10.9% | $6,271-5.1% | $5,983-0.5% |
| Admin fee / account holder | $5,329 | $11,000-51.6% | $8,084-34.1% | $11,250-52.6% |