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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 | $50,034 | $105,864-52.7% | $90,162-44.5% | $147,585-66.1% |
| Participation rate | 77.8% | 79.7%-2.0pp | 76.9%+0.9pp | 82.8%-5.1pp |
| Annual return | 14.09% | 37.63%-23.5pp | 34.88%-20.8pp | 578.57%-564.5pp |
| Employer contribution / active EE | $2,406 | $4,126-41.7% | $3,318-27.5% | $4,876-50.7% |
| Participant deferral / active EE | $5,598 | $5,733-2.4% | $5,287+5.9% | $5,439+2.9% |
| Admin fee / account holder | $7,727 | $8,046-4.0% | $5,943+30.0% | $10,885-29.0% |