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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 | $58,701 | $117,846-50.2% | $102,434-42.7% | $145,884-59.8% |
| Participation rate | 80.0% | 78.6%+1.4pp | 76.5%+3.5pp | 80.3%-0.3pp |
| Annual return | 14.83% | 31.90%-17.1pp | 29.46%-14.6pp | 551.85%-537.0pp |
| Employer contribution / active EE | $3,039 | $3,615-15.9% | $3,023+0.5% | $4,662-34.8% |
| Participant deferral / active EE | $7,634 | $5,733+33.2% | $5,055+51.0% | $6,690+14.1% |
| Admin fee / account holder | $1,971 | $13,356-85.2% | $9,462-79.2% | $13,392-85.3% |