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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 | $54,761 | $117,846-53.5% | $102,434-46.5% | $145,884-62.5% |
| Participation rate | 92.9% | 78.6%+14.2pp | 76.5%+16.3pp | 80.3%+12.6pp |
| Annual return | 14.63% | 31.90%-17.3pp | 29.46%-14.8pp | 551.85%-537.2pp |
| Employer contribution / active EE | $2,060 | $3,615-43.0% | $3,023-31.9% | $4,662-55.8% |
| Participant deferral / active EE | $2,296 | $5,733-60.0% | $5,055-54.6% | $6,690-65.7% |
| Admin fee / account holder | $1,281 | $13,356-90.4% | $9,462-86.5% | $13,392-90.4% |