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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 | $123,155-51.6% | $108,753-45.2% | $155,188-61.6% |
| Participation rate | 76.5% | 75.6%+0.8pp | 71.1%+5.4pp | 80.8%-4.3pp |
| Annual return | 19.25% | 44.73%-25.5pp | 37.47%-18.2pp | 148.84%-129.6pp |
| Employer contribution / active EE | $2,176 | $2,811-22.6% | $2,427-10.3% | $4,248-48.8% |
| Participant deferral / active EE | $6,123 | $4,623+32.4% | $4,115+48.8% | $6,531-6.2% |
| Admin fee / account holder | $4,055 | $12,126-66.6% | $10,320-60.7% | $14,480-72.0% |