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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 | $60,561 | $117,895-48.6% | $102,460-40.9% | $145,897-58.5% |
| Participation rate | 81.8% | 78.6%+3.2pp | 76.5%+5.3pp | 80.3%+1.5pp |
| Annual return | 18.04% | 31.92%-13.9pp | 29.47%-11.4pp | 552.29%-534.3pp |
| Employer contribution / active EE | $4,365 | $3,619+20.6% | $3,025+44.3% | $4,663-6.4% |
| Participant deferral / active EE | $11,857 | $5,736+106.7% | $5,056+134.5% | $6,689+77.2% |
| Admin fee / account holder | $9,196 | $13,353-31.1% | $9,460-2.8% | $13,390-31.3% |