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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 | $54,024 | $100,970-46.5% | $96,576-44.1% | $137,256-60.6% |
| Participation rate | 73.7% | 82.6%-8.9pp | 81.4%-7.8pp | 80.0%-6.3pp |
| Annual return | 40.81% | 38.16%+2.7pp | 38.47%+2.3pp | 220.34%-179.5pp |
| Employer contribution / active EE | $3,482 | $3,809-8.6% | $3,553-2.0% | $4,156-16.2% |
| Participant deferral / active EE | $8,816 | $8,286+6.4% | $7,956+10.8% | $6,407+37.6% |
| Admin fee / account holder | $2,531 | $11,312-77.6% | $11,381-77.8% | $12,270-79.4% |