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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 | $66,184 | $107,666-38.5% | $102,184-35.2% | $154,746-57.2% |
| Participation rate | 81.8% | 83.7%-1.9pp | 82.6%-0.8pp | 80.7%+1.1pp |
| Annual return | 13.98% | 29.33%-15.4pp | 31.58%-17.6pp | 172.34%-158.4pp |
| Employer contribution / active EE | $3,381 | $3,846-12.1% | $3,594-5.9% | $4,379-22.8% |
| Participant deferral / active EE | $5,891 | $8,719-32.4% | $8,309-29.1% | $6,730-12.5% |
| Admin fee / account holder | $19,569 | $12,943+51.2% | $11,609+68.6% | $14,365+36.2% |