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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 | $60,319 | $197,625-69.5% | $177,840-66.1% | $158,966-62.1% |
| Participation rate | 95.5% | 88.5%+6.9pp | 87.7%+7.7pp | 82.0%+13.5pp |
| Annual return | 11.29% | 58.76%-47.5pp | 48.32%-37.0pp | 302.95%-291.7pp |
| Employer contribution / active EE | $2,811 | $6,698-58.0% | $5,919-52.5% | $4,762-41.0% |
| Participant deferral / active EE | $4,136 | $8,405-50.8% | $7,714-46.4% | $5,983-30.9% |
| Admin fee / account holder | $13,211 | $15,405-14.2% | $12,431+6.3% | $11,250+17.4% |