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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 | $49,772 | $110,379-54.9% | $102,412-51.4% | $145,884-65.9% |
| Participation rate | 92.3% | 77.9%+14.4pp | 74.5%+17.8pp | 80.3%+12.0pp |
| Annual return | 19.26% | 24.84%-5.6pp | 24.94%-5.7pp | 551.85%-532.6pp |
| Employer contribution / active EE | $2,454 | $4,216-41.8% | $3,870-36.6% | $4,662-47.4% |
| Participant deferral / active EE | $8,111 | $5,622+44.3% | $5,060+60.3% | $6,690+21.3% |
| Admin fee / account holder | $4,064 | $9,745-58.3% | $8,388-51.5% | $13,392-69.7% |