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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 | $78,425 | $124,980-37.3% | $108,359-27.6% | $154,746-49.3% |
| Participation rate | 75.0% | 75.2%-0.2pp | 70.1%+4.9pp | 80.7%-5.7pp |
| Annual return | 19.96% | 45.00%-25.0pp | 36.89%-16.9pp | 172.34%-152.4pp |
| Employer contribution / active EE | $2,524 | $2,851-11.5% | $2,399+5.2% | $4,379-42.4% |
| Participant deferral / active EE | $6,180 | $4,743+30.3% | $4,137+49.4% | $6,730-8.2% |
| Admin fee / account holder | $886 | $11,502-92.3% | $9,741-90.9% | $14,365-93.8% |