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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 | $50,019 | $141,001-64.5% | $112,228-55.4% | $139,487-64.1% |
| Participation rate | 81.8% | 79.2%+2.6pp | 72.4%+9.4pp | 80.3%+1.5pp |
| Annual return | 10.26% | 32.75%-22.5pp | 30.23%-20.0pp | 373.84%-363.6pp |
| Employer contribution / active EE | $1,730 | $4,285-59.6% | $3,432-49.6% | $4,755-63.6% |
| Participant deferral / active EE | $3,322 | $5,877-43.5% | $4,800-30.8% | $6,713-50.5% |
| Admin fee / account holder | $7,869 | $9,959-21.0% | $7,752+1.5% | $11,407-31.0% |