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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 | $66,062 | $197,625-66.6% | $177,840-62.9% | $158,966-58.4% |
| Participation rate | 85.7% | 88.5%-2.8pp | 87.7%-2.0pp | 82.0%+3.8pp |
| Annual return | 14.42% | 58.76%-44.3pp | 48.32%-33.9pp | 302.95%-288.5pp |
| Employer contribution / active EE | $3,749 | $6,698-44.0% | $5,919-36.7% | $4,762-21.3% |
| Participant deferral / active EE | $3,599 | $8,405-57.2% | $7,714-53.3% | $5,983-39.8% |
| Admin fee / account holder | $4,912 | $15,405-68.1% | $12,431-60.5% | $11,250-56.3% |