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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 | $51,049 | $114,013-55.2% | $103,693-50.8% | $155,188-67.1% |
| Participation rate | 85.7% | 75.2%+10.5pp | 72.6%+13.1pp | 80.8%+4.9pp |
| Annual return | 16.65% | 49.31%-32.7pp | 47.61%-31.0pp | 148.84%-132.2pp |
| Employer contribution / active EE | $1,642 | $3,131-47.6% | $2,920-43.8% | $4,248-61.3% |
| Participant deferral / active EE | $10,014 | $4,970+101.5% | $4,579+118.7% | $6,531+53.3% |
| Admin fee / account holder | $3,694 | $8,407-56.1% | $7,858-53.0% | $14,480-74.5% |