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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 | $50,013 | $197,603-74.7% | $177,827-71.9% | $158,950-68.5% |
| Participation rate | 92.3% | 88.5%+3.8pp | 87.7%+4.6pp | 82.0%+10.3pp |
| Annual return | 8.36% | 58.76%-50.4pp | 48.32%-40.0pp | 302.91%-294.5pp |
| Employer contribution / active EE | $1,657 | $6,698-75.3% | $5,918-72.0% | $4,762-65.2% |
| Participant deferral / active EE | $4,655 | $8,404-44.6% | $7,713-39.7% | $5,983-22.2% |
| Admin fee / account holder | $21,318 | $15,402+38.4% | $12,429+71.5% | $11,248+89.5% |