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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 | $112,729-47.1% | $98,716-39.6% | $137,256-56.6% |
| Participation rate | 76.5% | 74.2%+2.2pp | 69.3%+7.2pp | 80.0%-3.5pp |
| Annual return | 19.25% | 38.48%-19.2pp | 31.81%-12.6pp | 220.34%-201.1pp |
| Employer contribution / active EE | $2,176 | $2,725-20.1% | $2,279-4.5% | $4,156-47.6% |
| Participant deferral / active EE | $6,123 | $4,640+32.0% | $4,048+51.3% | $6,407-4.4% |
| Admin fee / account holder | $4,055 | $10,129-60.0% | $8,703-53.4% | $12,270-67.0% |