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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 | $57,148 | $132,634-56.9% | $115,768-50.6% | $137,256-58.4% |
| Participation rate | 88.9% | 77.9%+11.0pp | 74.4%+14.5pp | 80.0%+8.9pp |
| Annual return | 18.15% | 160.70%-142.5pp | 100.46%-82.3pp | 220.34%-202.2pp |
| Employer contribution / active EE | $2,325 | $3,360-30.8% | $2,940-20.9% | $4,156-44.0% |
| Participant deferral / active EE | $5,340 | $5,619-5.0% | $4,917+8.6% | $6,407-16.6% |
| Admin fee / account holder | $28,416 | $15,028+89.1% | $12,439+128.4% | $12,270+131.6% |