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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 | $59,636 | $98,776-39.6% | $149,745-60.2% | $79,856-25.3% |
| Participation rate | 74.5% | 75.8%-1.3pp | 82.5%-8.0pp | 69.6%+4.8pp |
| Annual return | 17.16% | 27.38%-10.2pp | 276.72%-259.6pp | 31.71%-14.6pp |
| Employer contribution / active EE | $3,167 | $3,217-1.6% | $4,646-31.8% | $2,471+28.1% |
| Participant deferral / active EE | $6,036 | $5,681+6.2% | $6,843-11.8% | $3,741+61.4% |
| Admin fee / account holder | $1,518 | $6,053-74.9% | $9,312-83.7% | $5,306-71.4% |