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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 | $60,986 | $110,212-44.7% | $96,534-36.8% | $139,466-56.3% |
| Participation rate | 82.4% | 78.1%+4.2pp | 76.0%+6.4pp | 80.3%+2.0pp |
| Annual return | 19.93% | 26.42%-6.5pp | 25.88%-6.0pp | 373.66%-353.7pp |
| Employer contribution / active EE | $2,843 | $3,620-21.5% | $2,965-4.1% | $4,754-40.2% |
| Participant deferral / active EE | $5,535 | $5,547-0.2% | $4,851+14.1% | $6,712-17.5% |
| Admin fee / account holder | $511 | $11,599-95.6% | $8,253-93.8% | $11,409-95.5% |