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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 | $57,995 | $88,672-34.6% | $105,223-44.9% | $82,448-29.7% |
| Participation rate | 91.9% | 67.9%+24.0pp | 75.0%+16.8pp | 68.1%+23.8pp |
| Annual return | 16.24% | 30.86%-14.6pp | 180.65%-164.4pp | 41.64%-25.4pp |
| Employer contribution / active EE | $11,025 | $3,048+261.7% | $3,689+198.9% | $2,551+332.2% |
| Participant deferral / active EE | $3,248 | $4,036-19.5% | $5,072-36.0% | $4,139-21.5% |
| Admin fee / account holder | $7,647 | $7,146+7.0% | $8,859-13.7% | $7,234+5.7% |