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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 | $50,958 | $117,846-56.8% | $102,434-50.3% | $145,884-65.1% |
| Participation rate | 72.7% | 78.6%-5.9pp | 76.5%-3.8pp | 80.3%-7.6pp |
| Annual return | 19.31% | 31.90%-12.6pp | 29.46%-10.1pp | 551.85%-532.5pp |
| Employer contribution / active EE | $2,706 | $3,615-25.1% | $3,023-10.5% | $4,662-42.0% |
| Participant deferral / active EE | $5,312 | $5,733-7.3% | $5,055+5.1% | $6,690-20.6% |
| Admin fee / account holder | $13,919 | $13,356+4.2% | $9,462+47.1% | $13,392+3.9% |