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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 | $63,065 | $125,797-49.9% | $170,057-62.9% | $75,177-16.1% |
| Participation rate | 85.2% | 83.6%+1.6pp | 87.0%-1.8pp | 67.2%+18.0pp |
| Annual return | 15.03% | 27.20%-12.2pp | 53.42%-38.4pp | 160.75%-145.7pp |
| Employer contribution / active EE | $3,372 | $4,616-26.9% | $6,790-50.3% | $2,671+26.3% |
| Participant deferral / active EE | $5,829 | $6,838-14.8% | $10,411-44.0% | $4,126+41.3% |
| Admin fee / account holder | $2,666 | $8,177-67.4% | $12,826-79.2% | $5,651-52.8% |