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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 | $59,776 | $93,598-36.1% | $135,974-56.0% | $75,173-20.5% |
| Participation rate | 78.4% | 75.2%+3.2pp | 81.9%-3.5pp | 67.2%+11.2pp |
| Annual return | 21.03% | 30.89%-9.9pp | 68.30%-47.3pp | 160.72%-139.7pp |
| Employer contribution / active EE | $2,364 | $3,538-33.2% | $4,859-51.4% | $2,671-11.5% |
| Participant deferral / active EE | $8,787 | $6,405+37.2% | $7,760+13.2% | $4,126+113.0% |
| Admin fee / account holder | $1,680 | $6,978-75.9% | $10,767-84.4% | $5,651-70.3% |