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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 | $62,758 | $162,821-61.5% | $133,978-53.2% | $158,982-60.5% |
| Participation rate | 81.0% | 83.2%-2.3pp | 79.8%+1.1pp | 82.0%-1.0pp |
| Annual return | 12.04% | 41.95%-29.9pp | 45.10%-33.1pp | 302.99%-291.0pp |
| Employer contribution / active EE | $2,367 | $4,976-52.4% | $3,919-39.6% | $4,763-50.3% |
| Participant deferral / active EE | $5,683 | $5,910-3.9% | $5,047+12.6% | $5,983-5.0% |
| Admin fee / account holder | $6,905 | $11,742-41.2% | $8,930-22.7% | $11,252-38.6% |