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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 | $123,155-67.9% | $108,753-63.7% | $155,188-74.5% |
| Participation rate | 77.8% | 75.6%+2.1pp | 71.1%+6.7pp | 80.8%-3.0pp |
| Annual return | 19.54% | 44.73%-25.2pp | 37.47%-17.9pp | 148.84%-129.3pp |
| Employer contribution / active EE | $1,987 | $2,811-29.3% | $2,427-18.1% | $4,248-53.2% |
| Participant deferral / active EE | $7,667 | $4,623+65.8% | $4,115+86.3% | $6,531+17.4% |
| Admin fee / account holder | $444 | $12,126-96.3% | $10,320-95.7% | $14,480-96.9% |