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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 | $54,793 | $209,336-73.8% | $197,124-72.2% | $137,256-60.1% |
| Participation rate | 90.0% | 87.3%+2.7pp | 86.7%+3.3pp | 80.0%+10.0pp |
| Annual return | 20.81% | 48.09%-27.3pp | 44.34%-23.5pp | 220.34%-199.5pp |
| Employer contribution / active EE | $3,784 | $6,591-42.6% | $6,227-39.2% | $4,156-9.0% |
| Participant deferral / active EE | $11,172 | $9,614+16.2% | $9,135+22.3% | $6,407+74.4% |
| Admin fee / account holder | $5,975 | $17,308-65.5% | $16,298-63.3% | $12,270-51.3% |