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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 | $52,781 | $157,829-66.6% | $136,867-61.4% | $198,609-73.4% |
| Participation rate | 75.0% | 77.2%-2.2pp | 74.5%+0.5pp | 82.4%-7.4pp |
| Annual return | 14.42% | 51.25%-36.8pp | 42.97%-28.6pp | 202.70%-188.3pp |
| Employer contribution / active EE | $1,399 | $3,923-64.3% | $3,547-60.6% | $5,055-72.3% |
| Participant deferral / active EE | $3,722 | $5,463-31.9% | $4,924-24.4% | $6,977-46.7% |
| Admin fee / account holder | $2,096 | $11,107-81.1% | $10,340-79.7% | $19,030-89.0% |