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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 | $61,575 | $111,535-44.8% | $105,223-41.5% | $137,256-55.1% |
| Participation rate | 87.5% | 78.1%+9.4pp | 75.0%+12.5pp | 80.0%+7.5pp |
| Annual return | 14.61% | 237.85%-223.2pp | 180.65%-166.0pp | 220.34%-205.7pp |
| Employer contribution / active EE | $4,639 | $3,939+17.7% | $3,689+25.8% | $4,156+11.6% |
| Participant deferral / active EE | $3,406 | $5,500-38.1% | $5,072-32.8% | $6,407-46.8% |
| Admin fee / account holder | $3,589 | $9,721-63.1% | $8,859-59.5% | $12,270-70.8% |