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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 | $49,818 | $110,240-54.8% | $96,544-48.4% | $139,487-64.3% |
| Participation rate | 89.5% | 78.1%+11.3pp | 76.0%+13.5pp | 80.3%+9.1pp |
| Annual return | 19.52% | 26.41%-6.9pp | 25.88%-6.4pp | 373.84%-354.3pp |
| Employer contribution / active EE | $2,712 | $3,622-25.1% | $2,966-8.6% | $4,755-43.0% |
| Participant deferral / active EE | $5,130 | $5,549-7.6% | $4,851+5.7% | $6,713-23.6% |
| Admin fee / account holder | $1,880 | $11,602-83.8% | $8,254-77.2% | $11,407-83.5% |