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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 | $117,904-50.2% | $102,457-42.7% | $145,978-59.8% |
| Participation rate | 80.0% | 78.6%+1.4pp | 76.5%+3.5pp | 80.3%-0.3pp |
| Annual return | 14.83% | 31.80%-17.0pp | 29.41%-14.6pp | 550.52%-535.7pp |
| Employer contribution / active EE | $3,039 | $3,613-15.9% | $3,022+0.5% | $4,662-34.8% |
| Participant deferral / active EE | $7,634 | $5,733+33.2% | $5,054+51.0% | $6,690+14.1% |
| Admin fee / account holder | $1,971 | $13,329-85.2% | $9,451-79.1% | $13,400-85.3% |