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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 | $41,265 | $107,809-61.7% | $97,032-57.5% | $155,188-73.4% |
| Participation rate | 77.8% | 75.5%+2.3pp | 71.6%+6.2pp | 80.8%-3.0pp |
| Annual return | 12.31% | 38.06%-25.8pp | 35.38%-23.1pp | 148.84%-136.5pp |
| Employer contribution / active EE | $1,775 | $2,911-39.0% | $2,629-32.5% | $4,248-58.2% |
| Participant deferral / active EE | $9,154 | $5,129+78.5% | $4,672+95.9% | $6,531+40.2% |
| Admin fee / account holder | $8,223 | $10,717-23.3% | $9,418-12.7% | $14,480-43.2% |