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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 | $53,215 | $115,917-54.1% | $100,535-47.1% | $158,982-66.5% |
| Participation rate | 81.0% | 81.6%-0.6pp | 79.4%+1.5pp | 82.0%-1.0pp |
| Annual return | 17.38% | 34.80%-17.4pp | 30.90%-13.5pp | 302.99%-285.6pp |
| Employer contribution / active EE | $1,826 | $4,105-55.5% | $3,419-46.6% | $4,763-61.7% |
| Participant deferral / active EE | $6,389 | $6,677-4.3% | $6,271+1.9% | $5,983+6.8% |
| Admin fee / account holder | $358 | $11,002-96.7% | $8,085-95.6% | $11,252-96.8% |