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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 | $60,499 | $97,125-37.7% | $86,233-29.8% | $137,256-55.9% |
| Participation rate | 83.3% | 74.2%+9.1pp | 69.0%+14.3pp | 80.0%+3.4pp |
| Annual return | 15.30% | 74.19%-58.9pp | 61.39%-46.1pp | 220.34%-205.0pp |
| Employer contribution / active EE | $2,280 | $2,841-19.8% | $2,504-9.0% | $4,156-45.1% |
| Participant deferral / active EE | $4,992 | $5,180-3.6% | $4,559+9.5% | $6,407-22.1% |
| Admin fee / account holder | $2,020 | $9,725-79.2% | $8,342-75.8% | $12,270-83.5% |