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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 | $75,944 | $183,516-58.6% | $155,534-51.2% | $145,884-47.9% |
| Participation rate | 87.5% | 82.7%+4.8pp | 78.2%+9.3pp | 80.3%+7.2pp |
| Annual return | 10.26% | 61.43%-51.2pp | 64.92%-54.7pp | 551.85%-541.6pp |
| Employer contribution / active EE | $2,180 | $5,315-59.0% | $4,675-53.4% | $4,662-53.2% |
| Participant deferral / active EE | $4,342 | $6,467-32.9% | $5,630-22.9% | $6,690-35.1% |
| Admin fee / account holder | $4,578 | $19,293-76.3% | $15,900-71.2% | $13,392-65.8% |