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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 | $58,475 | $109,372-46.5% | $89,414-34.6% | $158,966-63.2% |
| Participation rate | 90.9% | 74.3%+16.6pp | 68.0%+22.9pp | 82.0%+8.9pp |
| Annual return | 18.15% | 345.55%-327.4pp | 245.50%-227.4pp | 302.95%-284.8pp |
| Employer contribution / active EE | $2,361 | $3,171-25.6% | $2,586-8.7% | $4,762-50.4% |
| Participant deferral / active EE | $7,021 | $4,598+52.7% | $3,890+80.5% | $5,983+17.3% |
| Admin fee / account holder | $1,512 | $6,156-75.4% | $4,883-69.0% | $11,250-86.6% |