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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 | $43,736 | $106,267-58.8% | $96,520-54.7% | $139,456-68.6% |
| Participation rate | 78.6% | 77.8%+0.7pp | 74.3%+4.2pp | 80.3%-1.8pp |
| Annual return | 20.71% | 38.45%-17.7pp | 35.72%-15.0pp | 373.45%-352.7pp |
| Employer contribution / active EE | $2,576 | $4,105-37.2% | $3,739-31.1% | $4,753-45.8% |
| Participant deferral / active EE | $5,606 | $5,454+2.8% | $4,879+14.9% | $6,711-16.5% |
| Admin fee / account holder | $2,190 | $7,882-72.2% | $6,733-67.5% | $11,407-80.8% |