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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 | $55,180 | $102,422-46.1% | $147,117-62.5% | $80,959-31.8% |
| Participation rate | 92.7% | 75.9%+16.8pp | 82.2%+10.5pp | 67.7%+25.0pp |
| Annual return | 13.27% | 135.16%-121.9pp | 420.54%-407.3pp | 35.67%-22.4pp |
| Employer contribution / active EE | $2,472 | $3,717-33.5% | $4,932-49.9% | $2,757-10.3% |
| Participant deferral / active EE | $4,778 | $6,652-28.2% | $8,065-40.8% | $4,300+11.1% |
| Admin fee / account holder | $8,389 | $7,953+5.5% | $12,993-35.4% | $6,925+21.1% |