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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 | $69,711 | $115,225-39.5% | $100,712-30.8% | $138,895-49.8% |
| Participation rate | 72.2% | 74.3%-2.1pp | 69.3%+2.9pp | 79.9%-7.7pp |
| Annual return | 18.24% | 40.35%-22.1pp | 33.27%-15.0pp | 145.39%-127.2pp |
| Employer contribution / active EE | $2,782 | $2,771+0.4% | $2,313+20.3% | $4,194-33.7% |
| Participant deferral / active EE | $5,135 | $4,699+9.3% | $4,085+25.7% | $6,396-19.7% |
| Admin fee / account holder | $1,284 | $10,844-88.2% | $9,256-86.1% | $12,562-89.8% |