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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 | $61,506 | $117,895-47.8% | $102,460-40.0% | $145,897-57.8% |
| Participation rate | 87.5% | 78.6%+8.9pp | 76.5%+11.0pp | 80.3%+7.2pp |
| Annual return | 14.44% | 31.92%-17.5pp | 29.47%-15.0pp | 552.29%-537.8pp |
| Employer contribution / active EE | $1,284 | $3,619-64.5% | $3,025-57.5% | $4,663-72.5% |
| Participant deferral / active EE | $3,374 | $5,736-41.2% | $5,056-33.3% | $6,689-49.6% |
| Admin fee / account holder | $3,111 | $13,353-76.7% | $9,460-67.1% | $13,390-76.8% |