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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 | $57,370 | $166,131-65.5% | $164,975-65.2% | $145,877-60.7% |
| Participation rate | 83.3% | 82.0%+1.3pp | 78.6%+4.7pp | 80.3%+3.0pp |
| Annual return | 14.37% | 100.37%-86.0pp | 70.12%-55.8pp | 551.28%-536.9pp |
| Employer contribution / active EE | $2,605 | $5,276-50.6% | $4,343-40.0% | $4,663-44.1% |
| Participant deferral / active EE | $7,897 | $6,962+13.4% | $6,033+30.9% | $6,691+18.0% |
| Admin fee / account holder | $4,568 | $16,648-72.6% | $12,688-64.0% | $13,402-65.9% |