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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 | $65,796 | $114,013-42.3% | $103,693-36.5% | $155,188-57.6% |
| Participation rate | 75.0% | 75.2%-0.2pp | 72.6%+2.4pp | 80.8%-5.8pp |
| Annual return | 19.39% | 49.31%-29.9pp | 47.61%-28.2pp | 148.84%-129.4pp |
| Employer contribution / active EE | $2,357 | $3,131-24.7% | $2,920-19.3% | $4,248-44.5% |
| Participant deferral / active EE | $4,692 | $4,970-5.6% | $4,579+2.5% | $6,531-28.2% |
| Admin fee / account holder | $438 | $8,407-94.8% | $7,858-94.4% | $14,480-97.0% |