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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 | $84,053 | $110,303-23.8% | $95,759-12.2% | $139,487-39.7% |
| Participation rate | 80.0% | 75.7%+4.3pp | 72.3%+7.7pp | 80.3%-0.3pp |
| Annual return | 16.58% | 27.19%-10.6pp | 28.42%-11.8pp | 373.84%-357.3pp |
| Employer contribution / active EE | $1,496 | $3,261-54.1% | $2,836-47.3% | $4,755-68.5% |
| Participant deferral / active EE | $4,727 | $4,674+1.1% | $4,244+11.4% | $6,713-29.6% |
| Admin fee / account holder | $823 | $6,615-87.6% | $5,678-85.5% | $11,407-92.8% |