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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 | $62,567 | $106,247-41.1% | $96,515-35.2% | $139,466-55.1% |
| Participation rate | 80.0% | 77.8%+2.2pp | 74.3%+5.7pp | 80.3%-0.3pp |
| Annual return | 16.24% | 38.47%-22.2pp | 35.73%-19.5pp | 373.66%-357.4pp |
| Employer contribution / active EE | $1,849 | $4,106-55.0% | $3,740-50.6% | $4,754-61.1% |
| Participant deferral / active EE | $4,951 | $5,456-9.2% | $4,880+1.5% | $6,712-26.2% |
| Admin fee / account holder | $1,583 | $7,885-79.9% | $6,735-76.5% | $11,409-86.1% |