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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 | $88,256 | $196,972-55.2% | $182,262-51.6% | $198,609-55.6% |
| Participation rate | 83.3% | 85.7%-2.4pp | 84.2%-0.9pp | 82.4%+1.0pp |
| Annual return | 21.00% | 158.27%-137.3pp | 140.60%-119.6pp | 202.70%-181.7pp |
| Employer contribution / active EE | $3,173 | $5,364-40.8% | $5,046-37.1% | $5,055-37.2% |
| Participant deferral / active EE | $7,475 | $8,643-13.5% | $8,276-9.7% | $6,977+7.1% |
| Admin fee / account holder | $711 | $18,429-96.1% | $16,712-95.7% | $19,030-96.3% |