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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 | $62,086 | $87,132-28.7% | $105,624-41.2% | $80,959-23.3% |
| Participation rate | 73.1% | 70.4%+2.6pp | 75.3%-2.2pp | 67.7%+5.4pp |
| Annual return | 22.03% | 17.03%+5.0pp | 116.20%-94.2pp | 35.67%-13.6pp |
| Employer contribution / active EE | $1,867 | $2,397-22.1% | $3,168-41.0% | $2,757-32.3% |
| Participant deferral / active EE | $3,764 | $3,985-5.6% | $5,013-24.9% | $4,300-12.5% |
| Admin fee / account holder | $3,161 | $8,449-62.6% | $10,961-71.2% | $6,925-54.4% |