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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 | $52,866 | $141,004-62.5% | $112,273-52.9% | $139,466-62.1% |
| Participation rate | 90.5% | 79.2%+11.3pp | 72.4%+18.0pp | 80.3%+10.1pp |
| Annual return | 28.62% | 32.75%-4.1pp | 30.23%-1.6pp | 373.66%-345.0pp |
| Employer contribution / active EE | $2,588 | $4,285-39.6% | $3,431-24.6% | $4,754-45.6% |
| Participant deferral / active EE | $5,308 | $5,878-9.7% | $4,800+10.6% | $6,712-20.9% |
| Admin fee / account holder | $3,818 | $9,959-61.7% | $7,752-50.8% | $11,409-66.5% |