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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 | $62,674 | $106,247-41.0% | $96,515-35.1% | $139,466-55.1% |
| Participation rate | 75.0% | 77.8%-2.8pp | 74.3%+0.7pp | 80.3%-5.3pp |
| Annual return | 17.64% | 38.47%-20.8pp | 35.73%-18.1pp | 373.66%-356.0pp |
| Employer contribution / active EE | $2,653 | $4,106-35.4% | $3,740-29.0% | $4,754-44.2% |
| Participant deferral / active EE | $10,744 | $5,456+96.9% | $4,880+120.2% | $6,712+60.1% |
| Admin fee / account holder | $1,072 | $7,885-86.4% | $6,735-84.1% | $11,409-90.6% |