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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 | $51,396 | $185,312-72.3% | $161,489-68.2% | $154,746-66.8% |
| Participation rate | 92.3% | 82.5%+9.8pp | 78.7%+13.6pp | 80.7%+11.6pp |
| Annual return | 21.65% | 103.84%-82.2pp | 89.72%-68.1pp | 172.34%-150.7pp |
| Employer contribution / active EE | $2,059 | $4,769-56.8% | $4,268-51.7% | $4,379-53.0% |
| Participant deferral / active EE | $5,682 | $6,350-10.5% | $5,630+0.9% | $6,730-15.6% |
| Admin fee / account holder | $903 | $18,654-95.2% | $16,006-94.4% | $14,365-93.7% |