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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 | $63,525 | $115,814-45.1% | $101,275-37.3% | $158,982-60.0% |
| Participation rate | 82.6% | 79.4%+3.2pp | 75.8%+6.8pp | 82.0%+0.6pp |
| Annual return | 9.13% | 56.16%-47.0pp | 46.48%-37.4pp | 302.99%-293.9pp |
| Employer contribution / active EE | $2,454 | $4,176-41.2% | $3,660-32.9% | $4,763-48.5% |
| Participant deferral / active EE | $5,234 | $4,958+5.6% | $4,371+19.8% | $5,983-12.5% |
| Admin fee / account holder | $9,832 | $7,249+35.6% | $5,948+65.3% | $11,252-12.6% |