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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 | $71,823 | $116,190-38.2% | $93,614-23.3% | $152,885-53.0% |
| Participation rate | 80.0% | 78.0%+2.0pp | 75.8%+4.2pp | 82.5%-2.5pp |
| Annual return | 19.59% | 35.96%-16.4pp | 32.76%-13.2pp | 345.39%-325.8pp |
| Employer contribution / active EE | $1,353 | $3,219-58.0% | $2,718-50.2% | $4,763-71.6% |
| Participant deferral / active EE | $5,953 | $4,604+29.3% | $4,069+46.3% | $5,851+1.7% |
| Admin fee / account holder | $758 | $10,749-93.0% | $7,889-90.4% | $11,598-93.5% |