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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 | $51,468 | $183,516-72.0% | $155,534-66.9% | $145,884-64.7% |
| Participation rate | 90.0% | 82.7%+7.3pp | 78.2%+11.8pp | 80.3%+9.7pp |
| Annual return | 13.95% | 61.43%-47.5pp | 64.92%-51.0pp | 551.85%-537.9pp |
| Employer contribution / active EE | $2,592 | $5,315-51.2% | $4,675-44.5% | $4,662-44.4% |
| Participant deferral / active EE | $10,037 | $6,467+55.2% | $5,630+78.3% | $6,690+50.0% |
| Admin fee / account holder | $2,650 | $19,293-86.3% | $15,900-83.3% | $13,392-80.2% |