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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 | $78,591 | $152,460-48.5% | $118,746-33.8% | $147,586-46.7% |
| Participation rate | 84.2% | 82.3%+1.9pp | 78.3%+5.9pp | 82.8%+1.4pp |
| Annual return | 14.33% | 17.41%-3.1pp | 24.54%-10.2pp | 578.59%-564.3pp |
| Employer contribution / active EE | $4,033 | $5,046-20.1% | $4,193-3.8% | $4,876-17.3% |
| Participant deferral / active EE | $5,411 | $6,212-12.9% | $5,332+1.5% | $5,439-0.5% |
| Admin fee / account holder | $25,309 | $16,953+49.3% | $10,720+136.1% | $10,886+132.5% |