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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 | $49,133 | $147,556-66.7% | $129,031-61.9% | $198,609-75.3% |
| Participation rate | 81.8% | 77.2%+4.6pp | 73.4%+8.5pp | 82.4%-0.6pp |
| Annual return | 16.88% | 37.41%-20.5pp | 34.67%-17.8pp | 202.70%-185.8pp |
| Employer contribution / active EE | $3,309 | $3,645-9.2% | $3,226+2.6% | $5,055-34.5% |
| Participant deferral / active EE | $5,975 | $5,760+3.7% | $5,217+14.5% | $6,977-14.4% |
| Admin fee / account holder | $11,474 | $15,467-25.8% | $13,208-13.1% | $19,030-39.7% |