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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 | $88,138 | $98,240-10.3% | $82,312+7.1% | $147,586-40.3% |
| Participation rate | 75.0% | 79.7%-4.7pp | 76.9%-1.9pp | 82.8%-7.8pp |
| Annual return | 17.68% | 30.85%-13.2pp | 25.88%-8.2pp | 578.59%-560.9pp |
| Employer contribution / active EE | $1,671 | $3,192-47.7% | $2,428-31.2% | $4,876-65.7% |
| Participant deferral / active EE | $2,713 | $4,383-38.1% | $3,706-26.8% | $5,439-50.1% |
| Admin fee / account holder | $1,327 | $8,563-84.5% | $5,608-76.3% | $10,886-87.8% |