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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 | $86,929 | $92,219-5.7% | $76,767+13.2% | $135,380-35.8% |
| Participation rate | 79.2% | 79.8%-0.6pp | 77.0%+2.2pp | 82.6%-3.5pp |
| Annual return | 8.53% | 5.46%+3.1pp | 2.43%+6.1pp | 519.81%-511.3pp |
| Employer contribution / active EE | $1,972 | $3,216-38.7% | $2,485-20.6% | $4,779-58.7% |
| Participant deferral / active EE | $8,287 | $4,508+83.8% | $3,852+115.2% | $5,609+47.8% |
| Admin fee / account holder | $429 | $10,749-96.0% | $6,675-93.6% | $10,828-96.0% |