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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 | $98,643 | $106,280-7.2% | $96,538+2.2% | $139,487-29.3% |
| Participation rate | 83.3% | 77.8%+5.5pp | 74.3%+9.0pp | 80.3%+3.0pp |
| Annual return | 11.32% | 38.48%-27.2pp | 35.74%-24.4pp | 373.84%-362.5pp |
| Employer contribution / active EE | $4,575 | $4,107+11.4% | $3,740+22.3% | $4,755-3.8% |
| Participant deferral / active EE | $2,865 | $5,457-47.5% | $4,880-41.3% | $6,713-57.3% |
| Admin fee / account holder | $348 | $7,888-95.6% | $6,737-94.8% | $11,407-97.0% |