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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 | $67,625 | $99,875-32.3% | $146,866-54.0% | $86,983-22.3% |
| Participation rate | 81.4% | 75.8%+5.6pp | 82.5%-1.1pp | 69.5%+11.9pp |
| Annual return | 16.41% | 28.10%-11.7pp | 102.85%-86.4pp | 25.83%-9.4pp |
| Employer contribution / active EE | $1,009 | $3,224-68.7% | $4,425-77.2% | $2,584-61.0% |
| Participant deferral / active EE | $4,432 | $6,322-29.9% | $7,759-42.9% | $4,194+5.7% |
| Admin fee / account holder | $2,393 | $7,838-69.5% | $13,620-82.4% | $7,856-69.5% |