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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 | $65,170 | $157,829-58.7% | $136,867-52.4% | $198,609-67.2% |
| Participation rate | 76.5% | 77.2%-0.7pp | 74.5%+1.9pp | 82.4%-5.9pp |
| Annual return | 12.29% | 51.25%-39.0pp | 42.97%-30.7pp | 202.70%-190.4pp |
| Employer contribution / active EE | $6,035 | $3,923+53.9% | $3,547+70.2% | $5,055+19.4% |
| Participant deferral / active EE | $7,695 | $5,463+40.9% | $4,924+56.3% | $6,977+10.3% |
| Admin fee / account holder | $1,772 | $11,107-84.0% | $10,340-82.9% | $19,030-90.7% |