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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 | $37,065 | $117,895-68.6% | $102,460-63.8% | $145,897-74.6% |
| Participation rate | 78.3% | 78.6%-0.4pp | 76.5%+1.8pp | 80.3%-2.0pp |
| Annual return | 14.51% | 31.92%-17.4pp | 29.47%-15.0pp | 552.29%-537.8pp |
| Employer contribution / active EE | $2,338 | $3,619-35.4% | $3,025-22.7% | $4,663-49.9% |
| Participant deferral / active EE | $5,656 | $5,736-1.4% | $5,056+11.9% | $6,689-15.5% |
| Admin fee / account holder | $15,256 | $13,353+14.3% | $9,460+61.3% | $13,390+13.9% |