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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 | $85,593 | $98,240-12.9% | $82,312+4.0% | $147,586-42.0% |
| Participation rate | 75.0% | 79.7%-4.7pp | 76.9%-1.9pp | 82.8%-7.8pp |
| Annual return | 19.15% | 30.85%-11.7pp | 25.88%-6.7pp | 578.59%-559.4pp |
| Employer contribution / active EE | $1,353 | $3,192-57.6% | $2,428-44.3% | $4,876-72.2% |
| Participant deferral / active EE | $5,221 | $4,383+19.1% | $3,706+40.9% | $5,439-4.0% |
| Admin fee / account holder | $427 | $8,563-95.0% | $5,608-92.4% | $10,886-96.1% |