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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 | $31,665 | $115,225-72.5% | $100,712-68.6% | $138,895-77.2% |
| Participation rate | 76.9% | 74.3%+2.6pp | 69.3%+7.6pp | 79.9%-3.0pp |
| Annual return | 19.04% | 40.35%-21.3pp | 33.27%-14.2pp | 145.39%-126.4pp |
| Employer contribution / active EE | $1,795 | $2,771-35.2% | $2,313-22.4% | $4,194-57.2% |
| Participant deferral / active EE | $5,269 | $4,699+12.1% | $4,085+29.0% | $6,396-17.6% |
| Admin fee / account holder | $1,060 | $10,844-90.2% | $9,256-88.6% | $12,562-91.6% |