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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 | $65,159 | $110,337-40.9% | $102,383-36.4% | $145,877-55.3% |
| Participation rate | 77.8% | 77.9%-0.2pp | 74.5%+3.3pp | 80.3%-2.5pp |
| Annual return | 9.69% | 24.83%-15.1pp | 24.94%-15.2pp | 551.28%-541.6pp |
| Employer contribution / active EE | $2,312 | $4,216-45.2% | $3,870-40.3% | $4,663-50.4% |
| Participant deferral / active EE | $8,107 | $5,621+44.2% | $5,060+60.2% | $6,691+21.2% |
| Admin fee / account holder | $2,790 | $9,750-71.4% | $8,391-66.8% | $13,402-79.2% |