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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 | $223,823-75.5% | $211,142-74.0% | $154,746-64.6% |
| Participation rate | 90.0% | 87.9%+2.1pp | 87.3%+2.7pp | 80.7%+9.3pp |
| Annual return | 20.81% | 50.39%-29.6pp | 46.84%-26.0pp | 172.34%-151.5pp |
| Employer contribution / active EE | $3,784 | $6,787-44.2% | $6,442-41.3% | $4,379-13.6% |
| Participant deferral / active EE | $11,172 | $9,750+14.6% | $9,284+20.3% | $6,730+66.0% |
| Admin fee / account holder | $5,975 | $19,707-69.7% | $19,076-68.7% | $14,365-58.4% |