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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 | $95,860 | $176,794-45.8% | $146,647-34.6% | $167,553-42.8% |
| Participation rate | 82.4% | 83.6%-1.3pp | 80.1%+2.3pp | 82.1%+0.2pp |
| Annual return | 17.39% | 24.04%-6.7pp | 22.75%-5.4pp | 478.89%-461.5pp |
| Employer contribution / active EE | $4,399 | $5,161-14.8% | $4,137+6.3% | $4,840-9.1% |
| Participant deferral / active EE | $6,998 | $6,440+8.7% | $5,506+27.1% | $6,343+10.3% |
| Admin fee / account holder | $1,234 | $13,262-90.7% | $10,281-88.0% | $12,316-90.0% |