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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 | $95,938 | $110,337-13.0% | $102,383-6.3% | $145,877-34.2% |
| Participation rate | 77.8% | 77.9%-0.2pp | 74.5%+3.3pp | 80.3%-2.5pp |
| Annual return | 9.19% | 24.83%-15.6pp | 24.94%-15.7pp | 551.28%-542.1pp |
| Employer contribution / active EE | $2,566 | $4,216-39.1% | $3,870-33.7% | $4,663-45.0% |
| Participant deferral / active EE | $5,778 | $5,621+2.8% | $5,060+14.2% | $6,691-13.6% |
| Admin fee / account holder | $459 | $9,750-95.3% | $8,391-94.5% | $13,402-96.6% |