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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 | $115,225-50.4% | $100,712-43.2% | $138,895-58.8% |
| Participation rate | 81.0% | 74.3%+6.6pp | 69.3%+11.7pp | 79.9%+1.0pp |
| Annual return | 17.19% | 40.35%-23.2pp | 33.27%-16.1pp | 145.39%-128.2pp |
| Employer contribution / active EE | $2,138 | $2,771-22.9% | $2,313-7.6% | $4,194-49.0% |
| Participant deferral / active EE | $4,836 | $4,699+2.9% | $4,085+18.4% | $6,396-24.4% |
| Admin fee / account holder | $4,114 | $10,844-62.1% | $9,256-55.6% | $12,562-67.3% |