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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 | $56,282 | $201,372-72.1% | $184,260-69.5% | $145,884-61.4% |
| Participation rate | 94.4% | 87.5%+7.0pp | 86.8%+7.6pp | 80.3%+14.1pp |
| Annual return | 15.02% | 29.04%-14.0pp | 28.84%-13.8pp | 551.85%-536.8pp |
| Employer contribution / active EE | $4,447 | $7,024-36.7% | $6,427-30.8% | $4,662-4.6% |
| Participant deferral / active EE | $6,006 | $9,808-38.8% | $9,133-34.2% | $6,690-10.2% |
| Admin fee / account holder | $1,116 | $16,362-93.2% | $13,898-92.0% | $13,392-91.7% |