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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 | $52,758 | $197,603-73.3% | $177,827-70.3% | $158,950-66.8% |
| Participation rate | 85.7% | 88.5%-2.8pp | 87.7%-2.0pp | 82.0%+3.8pp |
| Annual return | 15.08% | 58.76%-43.7pp | 48.32%-33.2pp | 302.91%-287.8pp |
| Employer contribution / active EE | $3,004 | $6,698-55.2% | $5,918-49.2% | $4,762-36.9% |
| Participant deferral / active EE | $6,929 | $8,404-17.5% | $7,713-10.2% | $5,983+15.8% |
| Admin fee / account holder | $6,992 | $15,402-54.6% | $12,429-43.7% | $11,248-37.8% |