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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 | $47,025 | $227,399-79.3% | $189,758-75.2% | $198,609-76.3% |
| Participation rate | 93.3% | 84.0%+9.3pp | 79.8%+13.5pp | 82.4%+11.0pp |
| Annual return | 18.82% | 61.03%-42.2pp | 52.62%-33.8pp | 202.70%-183.9pp |
| Employer contribution / active EE | $4,921 | $5,526-11.0% | $4,767+3.2% | $5,055-2.7% |
| Participant deferral / active EE | $10,045 | $6,837+46.9% | $5,856+71.5% | $6,977+44.0% |
| Admin fee / account holder | $5,394 | $25,162-78.6% | $20,388-73.5% | $19,030-71.7% |