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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 | $60,430 | $96,524-37.4% | $75,900-20.4% | $152,909-60.5% |
| Participation rate | 85.7% | 76.2%+9.5pp | 69.3%+16.4pp | 82.5%+3.3pp |
| Annual return | 17.77% | 33.93%-16.2pp | 30.73%-13.0pp | 345.46%-327.7pp |
| Employer contribution / active EE | $4,290 | $3,311+29.6% | $2,501+71.5% | $4,764-9.9% |
| Participant deferral / active EE | $10,886 | $4,554+139.0% | $3,604+202.1% | $5,851+86.0% |
| Admin fee / account holder | $13,129 | $8,082+62.4% | $5,421+142.2% | $11,601+13.2% |