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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 | $62,550 | $125,797-50.3% | $170,043-63.2% | $75,173-16.8% |
| Participation rate | 84.6% | 83.6%+1.0pp | 87.0%-2.4pp | 67.2%+17.4pp |
| Annual return | 18.31% | 27.20%-8.9pp | 53.40%-35.1pp | 160.72%-142.4pp |
| Employer contribution / active EE | $2,650 | $4,616-42.6% | $6,790-61.0% | $2,671-0.8% |
| Participant deferral / active EE | $5,483 | $6,838-19.8% | $10,410-47.3% | $4,126+32.9% |
| Admin fee / account holder | $4,390 | $8,177-46.3% | $12,824-65.8% | $5,651-22.3% |