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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 | $117,829-68.5% | $102,423-63.8% | $145,877-74.6% |
| Participation rate | 78.3% | 78.6%-0.4pp | 76.5%+1.8pp | 80.3%-2.0pp |
| Annual return | 14.51% | 31.83%-17.3pp | 29.42%-14.9pp | 551.28%-536.8pp |
| Employer contribution / active EE | $2,338 | $3,615-35.3% | $3,023-22.7% | $4,663-49.9% |
| Participant deferral / active EE | $5,656 | $5,732-1.3% | $5,054+11.9% | $6,691-15.5% |
| Admin fee / account holder | $15,256 | $13,335+14.4% | $9,455+61.4% | $13,402+13.8% |