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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 | $56,773 | $111,535-49.1% | $105,223-46.0% | $137,256-58.6% |
| Participation rate | 95.7% | 78.1%+17.6pp | 75.0%+20.6pp | 80.0%+15.7pp |
| Annual return | 15.51% | 237.85%-222.3pp | 180.65%-165.1pp | 220.34%-204.8pp |
| Employer contribution / active EE | $5,246 | $3,939+33.2% | $3,689+42.2% | $4,156+26.2% |
| Participant deferral / active EE | $1,751 | $5,500-68.2% | $5,072-65.5% | $6,407-72.7% |
| Admin fee / account holder | $1,184 | $9,721-87.8% | $8,859-86.6% | $12,270-90.4% |