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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 | $107,733-35.1% | $92,985-24.8% | $154,746-54.8% |
| Participation rate | 75.0% | 74.6%+0.4pp | 69.5%+5.5pp | 80.7%-5.7pp |
| Annual return | 17.32% | 30.39%-13.1pp | 27.99%-10.7pp | 172.34%-155.0pp |
| Employer contribution / active EE | $2,496 | $3,126-20.2% | $2,662-6.3% | $4,379-43.0% |
| Participant deferral / active EE | $19,480 | $5,053+285.5% | $4,377+345.1% | $6,730+189.4% |
| Admin fee / account holder | $1,015 | $11,369-91.1% | $9,463-89.3% | $14,365-92.9% |