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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 | $50,562 | $135,956-62.8% | $123,894-59.2% | $273,972-81.5% |
| Participation rate | 86.4% | 84.1%+2.3pp | 81.4%+5.0pp | 83.0%+3.3pp |
| Annual return | 10.31% | 56.63%-46.3pp | 47.52%-37.2pp | 41.46%-31.1pp |
| Employer contribution / active EE | $4,158 | $5,170-19.6% | $4,617-9.9% | $4,869-14.6% |
| Participant deferral / active EE | $6,689 | $6,343+5.5% | $5,984+11.8% | $5,287+26.5% |
| Admin fee / account holder | $4,712 | $9,817-52.0% | $8,357-43.6% | $10,133-53.5% |