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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 | $58,476 | $102,609-43.0% | $98,090-40.4% | $138,895-57.9% |
| Participation rate | 80.0% | 82.8%-2.8pp | 81.5%-1.5pp | 79.9%+0.1pp |
| Annual return | 15.14% | 36.44%-21.3pp | 37.05%-21.9pp | 145.39%-130.3pp |
| Employer contribution / active EE | $5,831 | $3,867+50.8% | $3,606+61.7% | $4,194+39.0% |
| Participant deferral / active EE | $12,755 | $8,167+56.2% | $7,845+62.6% | $6,396+99.4% |
| Admin fee / account holder | $6,750 | $11,434-41.0% | $11,815-42.9% | $12,562-46.3% |