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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 | $77,359 | $215,361-64.1% | $171,082-54.8% | $273,972-71.8% |
| Participation rate | 78.6% | 82.0%-3.5pp | 76.7%+1.9pp | 83.0%-4.4pp |
| Annual return | 5.48% | 25.14%-19.7pp | 32.56%-27.1pp | 41.46%-36.0pp |
| Employer contribution / active EE | $1,834 | $4,967-63.1% | $4,002-54.2% | $4,869-62.3% |
| Participant deferral / active EE | $1,128 | $5,543-79.6% | $4,797-76.5% | $5,287-78.7% |
| Admin fee / account holder | $528 | $10,846-95.1% | $8,520-93.8% | $10,133-94.8% |