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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 | $50,424 | $176,786-71.5% | $146,643-65.6% | $167,536-69.9% |
| Participation rate | 87.5% | 83.6%+3.9pp | 80.1%+7.4pp | 82.1%+5.4pp |
| Annual return | 12.24% | 24.04%-11.8pp | 22.75%-10.5pp | 478.82%-466.6pp |
| Employer contribution / active EE | $1,941 | $5,161-62.4% | $4,137-53.1% | $4,839-59.9% |
| Participant deferral / active EE | $5,020 | $6,440-22.0% | $5,506-8.8% | $6,342-20.8% |
| Admin fee / account holder | $15,641 | $13,262+17.9% | $10,280+52.2% | $12,315+27.0% |