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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 | $78,913 | $124,980-36.9% | $108,359-27.2% | $154,746-49.0% |
| Participation rate | 75.0% | 75.2%-0.2pp | 70.1%+4.9pp | 80.7%-5.7pp |
| Annual return | 17.28% | 45.00%-27.7pp | 36.89%-19.6pp | 172.34%-155.1pp |
| Employer contribution / active EE | $1,605 | $2,851-43.7% | $2,399-33.1% | $4,379-63.4% |
| Participant deferral / active EE | $7,015 | $4,743+47.9% | $4,137+69.6% | $6,730+4.2% |
| Admin fee / account holder | $598 | $11,502-94.8% | $9,741-93.9% | $14,365-95.8% |