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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 | $39,532 | $112,729-64.9% | $98,716-60.0% | $137,256-71.2% |
| Participation rate | 77.8% | 74.2%+3.6pp | 69.3%+8.5pp | 80.0%-2.2pp |
| Annual return | 19.54% | 38.48%-18.9pp | 31.81%-12.3pp | 220.34%-200.8pp |
| Employer contribution / active EE | $1,987 | $2,725-27.1% | $2,279-12.8% | $4,156-52.2% |
| Participant deferral / active EE | $7,667 | $4,640+65.2% | $4,048+89.4% | $6,407+19.7% |
| Admin fee / account holder | $444 | $10,129-95.6% | $8,703-94.9% | $12,270-96.4% |