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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 | $86,595 | $176,838-51.0% | $146,685-41.0% | $167,518-48.3% |
| Participation rate | 84.6% | 83.6%+1.0pp | 80.1%+4.5pp | 82.1%+2.5pp |
| Annual return | 11.06% | 24.04%-13.0pp | 22.75%-11.7pp | 478.71%-467.6pp |
| Employer contribution / active EE | $2,580 | $5,161-50.0% | $4,137-37.6% | $4,838-46.7% |
| Participant deferral / active EE | $5,742 | $6,441-10.8% | $5,507+4.3% | $6,342-9.5% |
| Admin fee / account holder | $952 | $13,262-92.8% | $10,281-90.7% | $12,312-92.3% |