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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 | $60,628 | $117,895-48.6% | $102,460-40.8% | $145,897-58.4% |
| Participation rate | 80.0% | 78.6%+1.4pp | 76.5%+3.5pp | 80.3%-0.3pp |
| Annual return | 10.75% | 31.92%-21.2pp | 29.47%-18.7pp | 552.29%-541.5pp |
| Employer contribution / active EE | $2,149 | $3,619-40.6% | $3,025-28.9% | $4,663-53.9% |
| Participant deferral / active EE | $7,881 | $5,736+37.4% | $5,056+55.9% | $6,689+17.8% |
| Admin fee / account holder | $6,184 | $13,353-53.7% | $9,460-34.6% | $13,390-53.8% |