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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 | $59,625 | $124,980-52.3% | $108,359-45.0% | $154,746-61.5% |
| Participation rate | 76.5% | 75.2%+1.3pp | 70.1%+6.3pp | 80.7%-4.2pp |
| Annual return | 19.25% | 45.00%-25.8pp | 36.89%-17.6pp | 172.34%-153.1pp |
| Employer contribution / active EE | $2,176 | $2,851-23.7% | $2,399-9.3% | $4,379-50.3% |
| Participant deferral / active EE | $6,123 | $4,743+29.1% | $4,137+48.0% | $6,730-9.0% |
| Admin fee / account holder | $4,055 | $11,502-64.7% | $9,741-58.4% | $14,365-71.8% |