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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 | $51,265 | $125,797-59.2% | $170,057-69.9% | $75,177-31.8% |
| Participation rate | 90.0% | 83.6%+6.4pp | 87.0%+3.0pp | 67.2%+22.8pp |
| Annual return | 15.86% | 27.20%-11.3pp | 53.42%-37.6pp | 160.75%-144.9pp |
| Employer contribution / active EE | $3,563 | $4,616-22.8% | $6,790-47.5% | $2,671+33.4% |
| Participant deferral / active EE | $3,720 | $6,838-45.6% | $10,411-64.3% | $4,126-9.8% |
| Admin fee / account holder | $7,920 | $8,177-3.1% | $12,826-38.2% | $5,651+40.1% |