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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 | $99,053-38.9% | $88,179-31.4% | $138,895-56.4% |
| Participation rate | 83.3% | 74.2%+9.1pp | 69.1%+14.2pp | 79.9%+3.4pp |
| Annual return | 15.30% | 78.17%-62.9pp | 64.97%-49.7pp | 145.39%-130.1pp |
| Employer contribution / active EE | $2,280 | $2,882-20.9% | $2,549-10.6% | $4,194-45.6% |
| Participant deferral / active EE | $4,992 | $5,225-4.5% | $4,614+8.2% | $6,396-22.0% |
| Admin fee / account holder | $2,020 | $8,748-76.9% | $7,673-73.7% | $12,562-83.9% |