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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 | $126,113-31.5% | $116,096-25.6% | $155,188-44.3% |
| Participation rate | 75.0% | 75.1%-0.1pp | 73.3%+1.7pp | 80.8%-5.8pp |
| Annual return | 15.96% | 391.72%-375.8pp | 326.25%-310.3pp | 148.84%-132.9pp |
| Employer contribution / active EE | $1,390 | $2,672-48.0% | $2,503-44.5% | $4,248-67.3% |
| Participant deferral / active EE | $4,600 | $4,162+10.5% | $3,952+16.4% | $6,531-29.6% |
| Admin fee / account holder | $832 | $8,045-89.7% | $7,704-89.2% | $14,480-94.3% |