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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 | $79,839 | $112,729-29.2% | $98,716-19.1% | $137,256-41.8% |
| Participation rate | 75.0% | 74.2%+0.8pp | 69.3%+5.7pp | 80.0%-5.0pp |
| Annual return | 21.88% | 38.48%-16.6pp | 31.81%-9.9pp | 220.34%-198.5pp |
| Employer contribution / active EE | $17,569 | $2,725+544.7% | $2,279+671.1% | $4,156+322.7% |
| Participant deferral / active EE | $9,594 | $4,640+106.8% | $4,048+137.0% | $6,407+49.7% |
| Admin fee / account holder | $733 | $10,129-92.8% | $8,703-91.6% | $12,270-94.0% |