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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 | $78,887 | $142,430-44.6% | $115,170-31.5% | $152,897-48.4% |
| Participation rate | 81.8% | 82.4%-0.5pp | 75.9%+5.9pp | 82.5%-0.6pp |
| Annual return | 25.68% | 41.48%-15.8pp | 35.60%-9.9pp | 345.43%-319.7pp |
| Employer contribution / active EE | $1,937 | $4,011-51.7% | $3,179-39.1% | $4,764-59.3% |
| Participant deferral / active EE | $5,295 | $5,165+2.5% | $4,169+27.0% | $5,851-9.5% |
| Admin fee / account holder | $915 | $8,464-89.2% | $7,089-87.1% | $11,599-92.1% |