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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 | $68,335 | $114,013-40.1% | $103,693-34.1% | $155,188-56.0% |
| Participation rate | 91.7% | 75.2%+16.5pp | 72.6%+19.0pp | 80.8%+10.9pp |
| Annual return | 19.60% | 49.31%-29.7pp | 47.61%-28.0pp | 148.84%-129.2pp |
| Employer contribution / active EE | $3,099 | $3,131-1.0% | $2,920+6.1% | $4,248-27.1% |
| Participant deferral / active EE | $5,614 | $4,970+13.0% | $4,579+22.6% | $6,531-14.0% |
| Admin fee / account holder | $1,816 | $8,407-78.4% | $7,858-76.9% | $14,480-87.5% |