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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 | $62,257 | $228,352-72.7% | $185,835-66.5% | $158,966-60.8% |
| Participation rate | 87.5% | 82.3%+5.2pp | 78.0%+9.5pp | 82.0%+5.5pp |
| Annual return | 6.96% | 40.81%-33.8pp | 35.96%-29.0pp | 302.95%-296.0pp |
| Employer contribution / active EE | $2,557 | $4,967-48.5% | $4,087-37.4% | $4,762-46.3% |
| Participant deferral / active EE | $5,695 | $6,416-11.2% | $5,633+1.1% | $5,983-4.8% |
| Admin fee / account holder | $5,251 | $11,867-55.7% | $9,502-44.7% | $11,250-53.3% |