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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 | $61,217 | $115,225-46.9% | $100,712-39.2% | $138,895-55.9% |
| Participation rate | 78.9% | 74.3%+4.6pp | 69.3%+9.7pp | 79.9%-1.0pp |
| Annual return | 18.07% | 40.35%-22.3pp | 33.27%-15.2pp | 145.39%-127.3pp |
| Employer contribution / active EE | $2,358 | $2,771-14.9% | $2,313+2.0% | $4,194-43.8% |
| Participant deferral / active EE | $3,608 | $4,699-23.2% | $4,085-11.7% | $6,396-43.6% |
| Admin fee / account holder | $4,365 | $10,844-59.7% | $9,256-52.8% | $12,562-65.3% |