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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 | $52,465 | $106,247-50.6% | $96,515-45.6% | $139,466-62.4% |
| Participation rate | 76.9% | 77.8%-0.9pp | 74.3%+2.6pp | 80.3%-3.4pp |
| Annual return | 19.60% | 38.47%-18.9pp | 35.73%-16.1pp | 373.66%-354.1pp |
| Employer contribution / active EE | $1,888 | $4,106-54.0% | $3,740-49.5% | $4,754-60.3% |
| Participant deferral / active EE | $6,051 | $5,456+10.9% | $4,880+24.0% | $6,712-9.8% |
| Admin fee / account holder | $705 | $7,885-91.1% | $6,735-89.5% | $11,409-93.8% |