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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 | $52,982 | $183,516-71.1% | $155,534-65.9% | $145,884-63.7% |
| Participation rate | 85.7% | 82.7%+3.0pp | 78.2%+7.5pp | 80.3%+5.4pp |
| Annual return | 15.44% | 61.43%-46.0pp | 64.92%-49.5pp | 551.85%-536.4pp |
| Employer contribution / active EE | $2,535 | $5,315-52.3% | $4,675-45.8% | $4,662-45.6% |
| Participant deferral / active EE | $4,221 | $6,467-34.7% | $5,630-25.0% | $6,690-36.9% |
| Admin fee / account holder | $2,267 | $19,293-88.2% | $15,900-85.7% | $13,392-83.1% |