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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 | $54,714 | $99,053-44.8% | $88,179-38.0% | $138,895-60.6% |
| Participation rate | 73.7% | 74.2%-0.6pp | 69.1%+4.5pp | 79.9%-6.2pp |
| Annual return | 15.99% | 78.17%-62.2pp | 64.97%-49.0pp | 145.39%-129.4pp |
| Employer contribution / active EE | $3,098 | $2,882+7.5% | $2,549+21.5% | $4,194-26.1% |
| Participant deferral / active EE | $4,562 | $5,225-12.7% | $4,614-1.1% | $6,396-28.7% |
| Admin fee / account holder | $1,937 | $8,748-77.9% | $7,673-74.8% | $12,562-84.6% |