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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 | $25,124 | $124,425-79.8% | $112,040-77.6% | $137,256-81.7% |
| Participation rate | 87.5% | 79.3%+8.2pp | 76.5%+11.0pp | 80.0%+7.5pp |
| Annual return | 92.90% | 24.72%+68.2pp | 24.52%+68.4pp | 220.34%-127.4pp |
| Employer contribution / active EE | $2,797 | $3,411-18.0% | $2,954-5.3% | $4,156-32.7% |
| Participant deferral / active EE | $5,298 | $5,718-7.3% | $5,098+3.9% | $6,407-17.3% |
| Admin fee / account holder | $2,822 | $15,207-81.4% | $12,098-76.7% | $12,270-77.0% |