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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 | $117,904-48.6% | $102,457-40.8% | $145,978-58.5% |
| Participation rate | 80.0% | 78.6%+1.4pp | 76.5%+3.5pp | 80.3%-0.3pp |
| Annual return | 10.75% | 31.80%-21.0pp | 29.41%-18.7pp | 550.52%-539.8pp |
| Employer contribution / active EE | $2,149 | $3,613-40.5% | $3,022-28.9% | $4,662-53.9% |
| Participant deferral / active EE | $7,881 | $5,733+37.5% | $5,054+55.9% | $6,690+17.8% |
| Admin fee / account holder | $6,184 | $13,329-53.6% | $9,451-34.6% | $13,400-53.9% |