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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 | $83,431 | $117,846-29.2% | $102,434-18.6% | $145,884-42.8% |
| Participation rate | 77.8% | 78.6%-0.8pp | 76.5%+1.3pp | 80.3%-2.5pp |
| Annual return | 17.32% | 31.90%-14.6pp | 29.46%-12.1pp | 551.85%-534.5pp |
| Employer contribution / active EE | $1,778 | $3,615-50.8% | $3,023-41.2% | $4,662-61.9% |
| Participant deferral / active EE | $3,712 | $5,733-35.3% | $5,055-26.6% | $6,690-44.5% |
| Admin fee / account holder | $2,209 | $13,356-83.5% | $9,462-76.7% | $13,392-83.5% |