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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 | $58,487 | $88,672-34.0% | $105,223-44.4% | $82,448-29.1% |
| Participation rate | 70.3% | 67.9%+2.3pp | 75.0%-4.8pp | 68.1%+2.2pp |
| Annual return | 14.95% | 30.86%-15.9pp | 180.65%-165.7pp | 41.64%-26.7pp |
| Employer contribution / active EE | $2,148 | $3,048-29.5% | $3,689-41.8% | $2,551-15.8% |
| Participant deferral / active EE | $3,116 | $4,036-22.8% | $5,072-38.6% | $4,139-24.7% |
| Admin fee / account holder | $675 | $7,146-90.6% | $8,859-92.4% | $7,234-90.7% |