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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 | $79,978 | $103,392-22.6% | $87,104-8.2% | $152,897-47.7% |
| Participation rate | 81.0% | 79.4%+1.6pp | 76.9%+4.1pp | 82.5%-1.5pp |
| Annual return | 21.47% | 28.10%-6.6pp | 28.19%-6.7pp | 345.43%-324.0pp |
| Employer contribution / active EE | $2,463 | $3,221-23.5% | $2,521-2.3% | $4,764-48.3% |
| Participant deferral / active EE | $5,211 | $4,778+9.1% | $4,048+28.7% | $5,851-10.9% |
| Admin fee / account holder | $1,322 | $12,194-89.2% | $7,491-82.3% | $11,599-88.6% |