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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 | $117,829-32.2% | $102,423-22.1% | $145,877-45.3% |
| Participation rate | 70.0% | 78.6%-8.6pp | 76.5%-6.5pp | 80.3%-10.3pp |
| Annual return | 15.72% | 31.83%-16.1pp | 29.42%-13.7pp | 551.28%-535.6pp |
| Employer contribution / active EE | $1,412 | $3,615-60.9% | $3,023-53.3% | $4,663-69.7% |
| Participant deferral / active EE | $7,303 | $5,732+27.4% | $5,054+44.5% | $6,691+9.2% |
| Admin fee / account holder | $2,122 | $13,335-84.1% | $9,455-77.6% | $13,402-84.2% |