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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 | $56,386 | $114,013-50.5% | $103,693-45.6% | $155,188-63.7% |
| Participation rate | 75.0% | 75.2%-0.2pp | 72.6%+2.4pp | 80.8%-5.8pp |
| Annual return | 22.22% | 49.31%-27.1pp | 47.61%-25.4pp | 148.84%-126.6pp |
| Employer contribution / active EE | $1,781 | $3,131-43.1% | $2,920-39.0% | $4,248-58.1% |
| Participant deferral / active EE | $15,112 | $4,970+204.1% | $4,579+230.0% | $6,531+131.4% |
| Admin fee / account holder | $980 | $8,407-88.3% | $7,858-87.5% | $14,480-93.2% |