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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 | $57,169 | $156,616-63.5% | $133,346-57.1% | $198,609-71.2% |
| Participation rate | 81.0% | 77.7%+3.2pp | 72.8%+8.1pp | 82.4%-1.4pp |
| Annual return | 17.19% | 44.25%-27.1pp | 36.85%-19.7pp | 202.70%-185.5pp |
| Employer contribution / active EE | $2,138 | $3,368-36.5% | $2,853-25.1% | $5,055-57.7% |
| Participant deferral / active EE | $4,836 | $4,920-1.7% | $4,332+11.6% | $6,977-30.7% |
| Admin fee / account holder | $4,114 | $17,468-76.4% | $14,264-71.2% | $19,030-78.4% |