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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 | $85,450 | $138,386-38.3% | $184,260-53.6% | $80,935+5.6% |
| Participation rate | 72.2% | 83.9%-11.7pp | 86.8%-14.6pp | 67.7%+4.6pp |
| Annual return | 53.92% | 20.02%+33.9pp | 28.84%+25.1pp | 35.66%+18.3pp |
| Employer contribution / active EE | $4,965 | $4,851+2.4% | $6,427-22.7% | $2,757+80.1% |
| Participant deferral / active EE | $13,000 | $7,076+83.7% | $9,133+42.3% | $4,299+202.4% |
| Admin fee / account holder | $843 | $10,489-92.0% | $13,898-93.9% | $6,924-87.8% |