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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 | $112,729-30.4% | $98,716-20.6% | $137,256-42.9% |
| Participation rate | 75.0% | 74.2%+0.8pp | 69.3%+5.7pp | 80.0%-5.0pp |
| Annual return | 19.96% | 38.48%-18.5pp | 31.81%-11.9pp | 220.34%-200.4pp |
| Employer contribution / active EE | $2,524 | $2,725-7.4% | $2,279+10.8% | $4,156-39.3% |
| Participant deferral / active EE | $6,180 | $4,640+33.2% | $4,048+52.7% | $6,407-3.5% |
| Admin fee / account holder | $886 | $10,129-91.3% | $8,703-89.8% | $12,270-92.8% |