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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 | $51,546 | $100,203-48.6% | $85,240-39.5% | $145,897-64.7% |
| Participation rate | 76.9% | 74.1%+2.8pp | 67.5%+9.4pp | 80.3%-3.4pp |
| Annual return | 9.84% | 84.28%-74.4pp | 66.75%-56.9pp | 552.29%-542.5pp |
| Employer contribution / active EE | $1,960 | $3,242-39.6% | $2,735-28.4% | $4,663-58.0% |
| Participant deferral / active EE | $6,379 | $5,299+20.4% | $4,527+40.9% | $6,689-4.6% |
| Admin fee / account holder | $3,361 | $7,265-53.7% | $6,165-45.5% | $13,390-74.9% |