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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 | $57,569 | $176,402-67.4% | $134,162-57.1% | $158,966-63.8% |
| Participation rate | 87.0% | 78.7%+8.2pp | 72.2%+14.8pp | 82.0%+5.0pp |
| Annual return | 11.58% | 63.66%-52.1pp | 36.35%-24.8pp | 302.95%-291.4pp |
| Employer contribution / active EE | $1,539 | $5,042-69.5% | $3,705-58.5% | $4,762-67.7% |
| Participant deferral / active EE | $3,367 | $4,093-17.7% | $3,500-3.8% | $5,983-43.7% |
| Admin fee / account holder | $794 | $8,719-90.9% | $6,685-88.1% | $11,250-92.9% |