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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 | $70,712 | $106,974-33.9% | $90,796-22.1% | $138,895-49.1% |
| Participation rate | 70.6% | 74.9%-4.3pp | 69.5%+1.1pp | 79.9%-9.3pp |
| Annual return | 19.15% | 20.10%-1.0pp | 19.29%-0.1pp | 145.39%-126.2pp |
| Employer contribution / active EE | $1,499 | $2,609-42.6% | $2,294-34.7% | $4,194-64.3% |
| Participant deferral / active EE | $5,593 | $4,455+25.6% | $3,822+46.4% | $6,396-12.6% |
| Admin fee / account holder | $4,084 | $8,626-52.7% | $7,024-41.9% | $12,562-67.5% |