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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 | $65,693 | $117,895-44.3% | $102,460-35.9% | $145,897-55.0% |
| Participation rate | 87.5% | 78.6%+8.9pp | 76.5%+11.0pp | 80.3%+7.2pp |
| Annual return | 14.42% | 31.92%-17.5pp | 29.47%-15.1pp | 552.29%-537.9pp |
| Employer contribution / active EE | $1,849 | $3,619-48.9% | $3,025-38.9% | $4,663-60.3% |
| Participant deferral / active EE | $2,629 | $5,736-54.2% | $5,056-48.0% | $6,689-60.7% |
| Admin fee / account holder | $23,123 | $13,353+73.2% | $9,460+144.4% | $13,390+72.7% |