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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 | $58,967 | $99,875-41.0% | $146,866-59.8% | $86,983-32.2% |
| Participation rate | 72.5% | 75.8%-3.3pp | 82.5%-10.0pp | 69.5%+2.9pp |
| Annual return | 14.29% | 28.10%-13.8pp | 102.85%-88.6pp | 25.83%-11.5pp |
| Employer contribution / active EE | $3,258 | $3,224+1.1% | $4,425-26.4% | $2,584+26.1% |
| Participant deferral / active EE | $5,899 | $6,322-6.7% | $7,759-24.0% | $4,194+40.7% |
| Admin fee / account holder | $7,482 | $7,838-4.5% | $13,620-45.1% | $7,856-4.8% |