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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 | $58,901 | $81,358-27.6% | $155,556-62.1% | $80,959-27.2% |
| Participation rate | 75.9% | 66.3%+9.7pp | 78.2%-2.3pp | 67.7%+8.3pp |
| Annual return | 10.69% | 33.39%-22.7pp | 64.84%-54.1pp | 35.67%-25.0pp |
| Employer contribution / active EE | $2,937 | $3,106-5.4% | $4,675-37.2% | $2,757+6.5% |
| Participant deferral / active EE | $4,305 | $3,455+24.6% | $5,631-23.5% | $4,300+0.1% |
| Admin fee / account holder | $5,181 | $7,994-35.2% | $15,885-67.4% | $6,925-25.2% |