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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 | $71,519 | $157,829-54.7% | $136,867-47.7% | $198,609-64.0% |
| Participation rate | 81.3% | 77.2%+4.1pp | 74.5%+6.7pp | 82.4%-1.1pp |
| Annual return | 16.28% | 51.25%-35.0pp | 42.97%-26.7pp | 202.70%-186.4pp |
| Employer contribution / active EE | $2,012 | $3,923-48.7% | $3,547-43.3% | $5,055-60.2% |
| Participant deferral / active EE | $8,263 | $5,463+51.3% | $4,924+67.8% | $6,977+18.4% |
| Admin fee / account holder | $1,253 | $11,107-88.7% | $10,340-87.9% | $19,030-93.4% |