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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 | $124,980-54.3% | $108,359-47.2% | $154,746-63.1% |
| Participation rate | 81.0% | 75.2%+5.8pp | 70.1%+10.8pp | 80.7%+0.3pp |
| Annual return | 17.19% | 45.00%-27.8pp | 36.89%-19.7pp | 172.34%-155.1pp |
| Employer contribution / active EE | $2,138 | $2,851-25.0% | $2,399-10.9% | $4,379-51.2% |
| Participant deferral / active EE | $4,836 | $4,743+2.0% | $4,137+16.9% | $6,730-28.1% |
| Admin fee / account holder | $4,114 | $11,502-64.2% | $9,741-57.8% | $14,365-71.4% |