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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 | $107,809-49.2% | $97,032-43.6% | $155,188-64.7% |
| Participation rate | 73.7% | 75.5%-1.8pp | 71.6%+2.1pp | 80.8%-7.1pp |
| Annual return | 15.99% | 38.06%-22.1pp | 35.38%-19.4pp | 148.84%-132.8pp |
| Employer contribution / active EE | $3,098 | $2,911+6.4% | $2,629+17.9% | $4,248-27.1% |
| Participant deferral / active EE | $4,562 | $5,129-11.1% | $4,672-2.4% | $6,531-30.1% |
| Admin fee / account holder | $1,937 | $10,717-81.9% | $9,418-79.4% | $14,480-86.6% |