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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 | $79,831 | $117,895-32.3% | $102,460-22.1% | $145,897-45.3% |
| Participation rate | 70.0% | 78.6%-8.6pp | 76.5%-6.5pp | 80.3%-10.3pp |
| Annual return | 15.72% | 31.92%-16.2pp | 29.47%-13.7pp | 552.29%-536.6pp |
| Employer contribution / active EE | $1,412 | $3,619-61.0% | $3,025-53.3% | $4,663-69.7% |
| Participant deferral / active EE | $7,303 | $5,736+27.3% | $5,056+44.4% | $6,689+9.2% |
| Admin fee / account holder | $2,122 | $13,353-84.1% | $9,460-77.6% | $13,390-84.1% |