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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 | $61,162 | $117,895-48.1% | $102,460-40.3% | $145,897-58.1% |
| Participation rate | 85.7% | 78.6%+7.1pp | 76.5%+9.2pp | 80.3%+5.4pp |
| Annual return | 19.57% | 31.92%-12.3pp | 29.47%-9.9pp | 552.29%-532.7pp |
| Employer contribution / active EE | $2,965 | $3,619-18.1% | $3,025-2.0% | $4,663-36.4% |
| Participant deferral / active EE | $5,179 | $5,736-9.7% | $5,056+2.4% | $6,689-22.6% |
| Admin fee / account holder | $29,467 | $13,353+120.7% | $9,460+211.5% | $13,390+120.1% |