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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 | $60,827 | $124,980-51.3% | $108,359-43.9% | $154,746-60.7% |
| Participation rate | 71.4% | 75.2%-3.7pp | 70.1%+1.3pp | 80.7%-9.3pp |
| Annual return | 12.83% | 45.00%-32.2pp | 36.89%-24.1pp | 172.34%-159.5pp |
| Employer contribution / active EE | $1,063 | $2,851-62.7% | $2,399-55.7% | $4,379-75.7% |
| Participant deferral / active EE | $4,578 | $4,743-3.5% | $4,137+10.7% | $6,730-32.0% |
| Admin fee / account holder | $3,457 | $11,502-69.9% | $9,741-64.5% | $14,365-75.9% |