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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 | $117,846-43.9% | $102,434-35.5% | $145,884-54.7% |
| Participation rate | 95.2% | 78.6%+16.6pp | 76.5%+18.7pp | 80.3%+14.9pp |
| Annual return | 8.71% | 31.90%-23.2pp | 29.46%-20.7pp | 551.85%-543.1pp |
| Employer contribution / active EE | $3,487 | $3,615-3.5% | $3,023+15.3% | $4,662-25.2% |
| Participant deferral / active EE | $5,213 | $5,733-9.1% | $5,055+3.1% | $6,690-22.1% |
| Admin fee / account holder | $7,282 | $13,356-45.5% | $9,462-23.0% | $13,392-45.6% |