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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 | $65,447 | $124,980-47.6% | $108,359-39.6% | $154,746-57.7% |
| Participation rate | 83.3% | 75.2%+8.2pp | 70.1%+13.2pp | 80.7%+2.6pp |
| Annual return | 16.02% | 45.00%-29.0pp | 36.89%-20.9pp | 172.34%-156.3pp |
| Employer contribution / active EE | $2,936 | $2,851+3.0% | $2,399+22.3% | $4,379-33.0% |
| Participant deferral / active EE | $8,103 | $4,743+70.8% | $4,137+95.9% | $6,730+20.4% |
| Admin fee / account holder | $3,703 | $11,502-67.8% | $9,741-62.0% | $14,365-74.2% |