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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 | $66,172 | $124,980-47.1% | $108,359-38.9% | $154,746-57.2% |
| Participation rate | 90.0% | 75.2%+14.8pp | 70.1%+19.9pp | 80.7%+9.3pp |
| Annual return | 10.18% | 45.00%-34.8pp | 36.89%-26.7pp | 172.34%-162.2pp |
| Employer contribution / active EE | $2,285 | $2,851-19.8% | $2,399-4.8% | $4,379-47.8% |
| Participant deferral / active EE | $3,044 | $4,743-35.8% | $4,137-26.4% | $6,730-54.8% |
| Admin fee / account holder | $1,448 | $11,502-87.4% | $9,741-85.1% | $14,365-89.9% |