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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 | $69,639 | $136,860-49.1% | $120,344-42.1% | $154,746-55.0% |
| Participation rate | 95.5% | 79.9%+15.6pp | 76.7%+18.7pp | 80.7%+14.8pp |
| Annual return | 11.72% | 21.38%-9.7pp | 20.30%-8.6pp | 172.34%-160.6pp |
| Employer contribution / active EE | $1,879 | $3,533-46.8% | $3,020-37.8% | $4,379-57.1% |
| Participant deferral / active EE | $3,232 | $5,793-44.2% | $5,135-37.1% | $6,730-52.0% |
| Admin fee / account holder | $10,452 | $15,393-32.1% | $12,742-18.0% | $14,365-27.2% |