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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 | $83,491 | $123,155-32.2% | $108,753-23.2% | $155,188-46.2% |
| Participation rate | 75.0% | 75.6%-0.6pp | 71.1%+3.9pp | 80.8%-5.8pp |
| Annual return | 19.13% | 44.73%-25.6pp | 37.47%-18.3pp | 148.84%-129.7pp |
| Employer contribution / active EE | $3,875 | $2,811+37.9% | $2,427+59.7% | $4,248-8.8% |
| Participant deferral / active EE | $9,190 | $4,623+98.8% | $4,115+123.3% | $6,531+40.7% |
| Admin fee / account holder | $325 | $12,126-97.3% | $10,320-96.8% | $14,480-97.8% |