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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 | $70,546 | $117,904-40.2% | $102,457-31.1% | $145,978-51.7% |
| Participation rate | 87.5% | 78.6%+8.9pp | 76.5%+11.0pp | 80.3%+7.2pp |
| Annual return | 18.87% | 31.80%-12.9pp | 29.41%-10.5pp | 550.52%-531.6pp |
| Employer contribution / active EE | $2,825 | $3,613-21.8% | $3,022-6.5% | $4,662-39.4% |
| Participant deferral / active EE | $3,132 | $5,733-45.4% | $5,054-38.0% | $6,690-53.2% |
| Admin fee / account holder | $2,115 | $13,329-84.1% | $9,451-77.6% | $13,400-84.2% |