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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 | $62,794 | $118,496-47.0% | $98,461-36.2% | $139,466-55.0% |
| Participation rate | 85.7% | 77.5%+8.3pp | 75.2%+10.5pp | 80.3%+5.4pp |
| Annual return | 18.68% | 18.96%-0.3pp | 21.17%-2.5pp | 373.66%-355.0pp |
| Employer contribution / active EE | $1,542 | $3,611-57.3% | $3,049-49.4% | $4,754-67.6% |
| Participant deferral / active EE | $4,763 | $5,393-11.7% | $4,738+0.5% | $6,712-29.0% |
| Admin fee / account holder | $1,276 | $14,056-90.9% | $8,961-85.8% | $11,409-88.8% |