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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 | $69,352 | $106,280-34.7% | $96,538-28.2% | $139,487-50.3% |
| Participation rate | 80.0% | 77.8%+2.2pp | 74.3%+5.7pp | 80.3%-0.3pp |
| Annual return | 14.95% | 38.48%-23.5pp | 35.74%-20.8pp | 373.84%-358.9pp |
| Employer contribution / active EE | $4,778 | $4,107+16.3% | $3,740+27.7% | $4,755+0.5% |
| Participant deferral / active EE | $8,163 | $5,457+49.6% | $4,880+67.3% | $6,713+21.6% |
| Admin fee / account holder | $3,068 | $7,888-61.1% | $6,737-54.5% | $11,407-73.1% |