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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 | $65,050 | $96,524-32.6% | $75,900-14.3% | $152,909-57.5% |
| Participation rate | 83.3% | 76.2%+7.1pp | 69.3%+14.0pp | 82.5%+0.9pp |
| Annual return | 17.95% | 33.93%-16.0pp | 30.73%-12.8pp | 345.46%-327.5pp |
| Employer contribution / active EE | $2,097 | $3,311-36.6% | $2,501-16.1% | $4,764-56.0% |
| Participant deferral / active EE | $5,873 | $4,554+28.9% | $3,604+63.0% | $5,851+0.4% |
| Admin fee / account holder | $2,093 | $8,082-74.1% | $5,421-61.4% | $11,601-82.0% |