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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 | $66,104 | $117,859-43.9% | $102,438-35.5% | $145,959-54.7% |
| Participation rate | 95.2% | 78.6%+16.6pp | 76.5%+18.7pp | 80.3%+15.0pp |
| Annual return | 8.71% | 31.72%-23.0pp | 29.37%-20.7pp | 561.95%-553.2pp |
| Employer contribution / active EE | $3,487 | $3,615-3.5% | $3,024+15.3% | $4,661-25.2% |
| Participant deferral / active EE | $5,213 | $5,732-9.1% | $5,054+3.1% | $6,689-22.1% |
| Admin fee / account holder | $7,282 | $13,318-45.3% | $9,448-22.9% | $13,398-45.6% |