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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 | $69,864 | $177,156-60.6% | $147,027-52.5% | $154,746-54.9% |
| Participation rate | 78.9% | 79.4%-0.4pp | 73.7%+5.2pp | 80.7%-1.8pp |
| Annual return | 14.32% | 21.94%-7.6pp | 20.23%-5.9pp | 172.34%-158.0pp |
| Employer contribution / active EE | $1,788 | $4,336-58.8% | $3,626-50.7% | $4,379-59.2% |
| Participant deferral / active EE | $4,092 | $5,797-29.4% | $4,933-17.0% | $6,730-39.2% |
| Admin fee / account holder | $72,941 | $14,904+389.4% | $12,223+496.8% | $14,365+407.8% |