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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 | $55,322 | $165,381-66.5% | $149,730-63.1% | $158,966-65.2% |
| Participation rate | 87.5% | 84.6%+2.9pp | 82.5%+5.0pp | 82.0%+5.5pp |
| Annual return | 16.04% | 348.29%-332.3pp | 276.70%-260.7pp | 302.95%-286.9pp |
| Employer contribution / active EE | $2,320 | $5,104-54.5% | $4,645-50.1% | $4,762-51.3% |
| Participant deferral / active EE | $5,367 | $7,182-25.3% | $6,843-21.6% | $5,983-10.3% |
| Admin fee / account holder | $13,330 | $10,809+23.3% | $9,310+43.2% | $11,250+18.5% |