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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 | $45,901 | $114,119-59.8% | $107,187-57.2% | $138,895-67.0% |
| Participation rate | 87.5% | 78.1%+9.4pp | 75.0%+12.5pp | 79.9%+7.6pp |
| Annual return | 19.54% | 273.21%-253.7pp | 204.55%-185.0pp | 145.39%-125.9pp |
| Employer contribution / active EE | $2,475 | $4,059-39.0% | $3,782-34.6% | $4,194-41.0% |
| Participant deferral / active EE | $7,082 | $5,538+27.9% | $5,096+39.0% | $6,396+10.7% |
| Admin fee / account holder | $2,278 | $10,024-77.3% | $9,162-75.1% | $12,562-81.9% |