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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 | $67,937 | $101,752-33.2% | $164,928-58.8% | $80,911-16.0% |
| Participation rate | 76.0% | 71.8%+4.2pp | 78.6%-2.6pp | 67.6%+8.4pp |
| Annual return | 10.82% | 16.73%-5.9pp | 70.08%-59.3pp | 35.63%-24.8pp |
| Employer contribution / active EE | $2,957 | $2,953+0.1% | $4,343-31.9% | $2,756+7.3% |
| Participant deferral / active EE | $6,426 | $4,477+43.5% | $6,034+6.5% | $4,297+49.5% |
| Admin fee / account holder | $7,777 | $8,218-5.4% | $12,684-38.7% | $6,935+12.1% |