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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 | $86,385 | $125,778-31.3% | $114,563-24.6% | $154,746-44.2% |
| Participation rate | 75.0% | 75.2%-0.2pp | 72.9%+2.1pp | 80.7%-5.7pp |
| Annual return | 15.96% | 295.14%-279.2pp | 241.09%-225.1pp | 172.34%-156.4pp |
| Employer contribution / active EE | $1,390 | $2,806-50.5% | $2,592-46.4% | $4,379-68.3% |
| Participant deferral / active EE | $4,600 | $4,445+3.5% | $4,142+11.1% | $6,730-31.6% |
| Admin fee / account holder | $832 | $8,190-89.8% | $7,623-89.1% | $14,365-94.2% |