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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 | $55,118 | $201,370-72.6% | $184,256-70.1% | $145,897-62.2% |
| Participation rate | 90.0% | 87.5%+2.5pp | 86.8%+3.2pp | 80.3%+9.7pp |
| Annual return | 17.55% | 29.05%-11.5pp | 28.85%-11.3pp | 552.29%-534.7pp |
| Employer contribution / active EE | $3,678 | $7,024-47.6% | $6,427-42.8% | $4,663-21.1% |
| Participant deferral / active EE | $6,441 | $9,808-34.3% | $9,133-29.5% | $6,689-3.7% |
| Admin fee / account holder | $1,060 | $16,364-93.5% | $13,899-92.4% | $13,390-92.1% |