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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 | $69,971 | $123,000-43.1% | $105,582-33.7% | $198,609-64.8% |
| Participation rate | 75.0% | 76.8%-1.8pp | 71.8%+3.2pp | 82.4%-7.4pp |
| Annual return | 17.32% | 18.31%-1.0pp | 18.61%-1.3pp | 202.70%-185.4pp |
| Employer contribution / active EE | $2,496 | $3,582-30.3% | $2,984-16.4% | $5,055-50.6% |
| Participant deferral / active EE | $19,480 | $5,013+288.6% | $4,353+347.5% | $6,977+179.2% |
| Admin fee / account holder | $1,015 | $16,254-93.8% | $12,856-92.1% | $19,030-94.7% |