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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 | $65,896 | $177,156-62.8% | $147,027-55.2% | $154,746-57.4% |
| Participation rate | 75.0% | 79.4%-4.4pp | 73.7%+1.3pp | 80.7%-5.7pp |
| Annual return | 8.92% | 21.94%-13.0pp | 20.23%-11.3pp | 172.34%-163.4pp |
| Employer contribution / active EE | $4,751 | $4,336+9.6% | $3,626+31.0% | $4,379+8.5% |
| Participant deferral / active EE | $2,196 | $5,797-62.1% | $4,933-55.5% | $6,730-67.4% |
| Admin fee / account holder | $3,303 | $14,904-77.8% | $12,223-73.0% | $14,365-77.0% |