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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 | $53,468 | $176,402-69.7% | $134,162-60.1% | $158,966-66.4% |
| Participation rate | 76.9% | 78.7%-1.8pp | 72.2%+4.7pp | 82.0%-5.0pp |
| Annual return | 11.01% | 63.66%-52.6pp | 36.35%-25.3pp | 302.95%-291.9pp |
| Employer contribution / active EE | $2,386 | $5,042-52.7% | $3,705-35.6% | $4,762-49.9% |
| Participant deferral / active EE | $7,019 | $4,093+71.5% | $3,500+100.6% | $5,983+17.3% |
| Admin fee / account holder | $5,252 | $8,719-39.8% | $6,685-21.4% | $11,250-53.3% |