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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 | $99,773 | $143,969-30.7% | $199,883-50.1% | $82,637+20.7% |
| Participation rate | 94.7% | 84.1%+10.6pp | 86.8%+8.0pp | 68.1%+26.7pp |
| Annual return | 17.04% | 25.67%-8.6pp | 43.81%-26.8pp | 53.51%-36.5pp |
| Employer contribution / active EE | $2,148 | $4,632-53.6% | $6,261-65.7% | $2,552-15.8% |
| Participant deferral / active EE | $5,372 | $6,937-22.6% | $9,138-41.2% | $4,126+30.2% |
| Admin fee / account holder | $572 | $14,597-96.1% | $17,268-96.7% | $7,339-92.2% |